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Daniel Lawrence Katz

Revolve Wealth Partners, LLC

Hackensack, NJ

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Current Employers
Revolve Wealth Partners, Llc

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-05-23
TX RA APPROVED 2017-04-28
  • NJ RA
    APPROVED
    Since 2017-05-23
  • TX RA
    APPROVED
    Since 2017-04-28

Branch Locations

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. Inc. Florham Park NJ 06/2009 04/2017
Revolve Wealth Partners, Llc Hackensack NJ 04/2017 Present
Purshe Kaplan Sterling Investments, Inc. Albany NY 04/2017 Present
Previous Registrations
Other Businesses

1. Revolve Wealth Partners-Investment related-411 Hackensack Ave, SUite 301, Hackensack, NJ 07601-RIA-Partner-4/2017-200+ hrs/mth-100% during trading hrs-Total wealth planning services. 2. PKS Financial. Not Investment Related. 411 Hackensack Avenue, Suite 301, Hackensack, NJ 07601. Fixed Insurance. Agent. 04/2017. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 3. KI Investment Fund, LLC-Investment related-411 Hackensack Ave, Ste, 10005-Hackensack, NJ 07601-Investments-Partner-11/16/2018-10 hrs/mth-10 during trading hrs-Invest in opportunities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-06
  • S66 Uniform Combined State Law Examination
    2004-10-06
Designations
Other Names
  • Daniel Katz

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