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Daniel Richard Gordon

Shaker Financial Services

Sewell, NJ

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Current Employers
Shaker Financial Services

1997 Annapolis Exchange Parkway Suite 300-349, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2023-11-29
MD RA APPROVED 2023-11-29
CA RA APPROVED 2006-10-13
VA RA APPROVED 2006-10-13
  • DC RA
    APPROVED
    Since 2023-11-29
  • MD RA
    APPROVED
    Since 2023-11-29
  • CA RA
    APPROVED
    Since 2006-10-13
  • VA RA
    APPROVED
    Since 2006-10-13

Branch Locations

Sewell, NJ • 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
Shaker Financial Services Annapolis MD 09/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-01
  • S65 Uniform Investment Adviser Law Examination
    2006-09-01

View on SEC IAPD

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