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Daniel Vincent Daley

Your Financial Advocate, LLC

Tampa, FL

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Current Employers
Your Financial Advocate, Llc

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-08-30
FL RA APPROVED 2024-07-01
NY RA APPROVED 2024-07-01
TX RA APPROVED_RES 2024-04-25
  • WA RA
    APPROVED
    Since 2024-08-30
  • FL RA
    APPROVED
    Since 2024-07-01
  • NY RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-04-25

Branch Locations

Tampa, FL • 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
Pershing Llc Tampa FL 07/2016 07/2019
Lockwood Advisors Inc Tampa FL 07/2016 07/2019
Ideas In Finance, Inc. Tampa FL 07/2019 12/2024
Your Financial Advocate, Llc Tampa FL 04/2024 Present
  • 07/2016 → 07/2019
    Pershing Llc
    Tampa, FL
  • 07/2016 → 07/2019
    Lockwood Advisors Inc
    Tampa, FL
  • 07/2019 → 12/2024
    Ideas In Finance, Inc.
    Tampa, FL
  • 04/2024 → Present
    Your Financial Advocate, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2002-02-15
Other Names
  • Dan Daley

View on SEC IAPD

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