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Lantana, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-22 |
Branch Locations
735 State Street Suite 516, Santa Barbara, CA 93101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel Investment Associates, Llc | Santa Barbara | CA | 07/2016 | 04/2020 |
| Arete Wealth Management Llc | Chicago | IL | 10/2016 | 04/2023 |
| Axxcess Wealth Management, Llc | Santa Barbara | CA | 04/2020 | 01/2024 |
| Outwing, Llc Dba Outwing Private Wealth Management | Lantana | FL | 09/2022 | Present |
| Arete Wealth Management Llc | Chicago | IL | 04/2025 | Present |
1. Outwing Private Wealth Management; Investment Related; Lantana, FL. 2. Insurance; not investment related; 735 State Street, Suite 516, Santa Barbara, CA 93101; insurance; insurance agent; start 08/2009; Approximately 5% of time, during securities trading hours; accident and health or sickness, life, and variable life and variable annuity sales. 3. Ulhmann Price Securities, LLC: Not Investment-Related; 275 Sacramento St 8th Floor, San Francisco CA 94111; BD; Solicitor; Start Date 8/2019; 4 hours/month, during securities trading hours; Refer clients to this company. 4. Arete Wealth Management, LLC - investment related - Chicago, IL - securities broker-dealer - Registered Representative - 04/2025 - approximately 5% of time during securities trading hours - purchase and sale of commission-based securities for investors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
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