Best Investors Account Sign in
Inactive

Darryl J. Poisson

Djp Wealth Management, LLC

Tampa, FL

CRD 5359557

Claim This Profile
Employer firm

Djp Wealth Management, LLC CRD 153663

$91.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Djp Wealth Management, Llc

4830 West Kennedy Boulevard Suite 600, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-11-08
TX RA APPROVED 2010-09-23
FL RA APPROVED 2010-08-12
  • VA RA
    APPROVED
    Since 2017-11-08
  • TX RA
    APPROVED
    Since 2010-09-23
  • FL RA
    APPROVED
    Since 2010-08-12

Branch Locations

4830 West Kennedy Boulevard Suite 600, Tampa, FL 33609 • 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
Djp Wealth Management, Llc Tampa FL 01/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-14
  • S66 Uniform Combined State Law Examination
    2007-09-14
Other Names
  • Darryl J Poisson
  • Darryl Poisson

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor