Daniel Scott Ramsey

Current Employers

Employment History

• 04/2010 → 07/2021
  Waddell & Reed, Inc.
  St. Petersburg, FL
• 04/2010 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Palmetto, FL
• 01/2015 → 02/2021
  Sarasota Toastmasters Club 1958
  Sarasota, FL
• 04/2018 → 07/2021
  Lakewood Ranch Referral Partners
  Sarasota, FL
• 02/2021 → 07/2021
  Step Up Suncoast/Vita/Bcc
  Bradenton, FL
• 07/2021 → Present
  Lpl Financial Llc
  Trinity, FL

Previous Registrations

• 2010-10-12 → 2021-07-21
  Waddell & Reed
  Charleroi, PA
  Trinity, FL
  St Petersburg, FL

Other Businesses

1- 01/2018 / DBA for LPL Business (entity for LPL business) / Wealthbridge Financial Group / Investment Related / St Petersburg Fl 33701 2- 02/2021 / Step Up Suncoast - VITA Volunteer Tax Preparer / Tax Prep/Accounting/CPA / 2 HR MNTH / Investment Related / Bradenton Florida 34212 3- 01/2014 / Lakewood Ranch Referral Partners / For-Profit Board Member / Investment Related / Sarasota , FL, , 34240 4- 05/24/2023 - DANIEL S RAMSEY CFP PA - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 05/16/2023 - 160 Hours Per Month/ 130 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-07-30

Designations

Other Names

• Daniel S Ramsey
• Daniel Ramsey