Daniel A Baratz

Current Employers

Employment History

• 07/2006 → 12/2017
  Wb Resorts Development Llc
  Marlton, NJ
• 02/2008 → 06/2017
  Baratz & Associates Pa
  Marlton, NJ
• 12/2010 → 02/2018
  Daniel Baratz Group Llc
  Philadelphia, PA
• 11/2011 → 02/2018
  American Portfolios Financial Services Inc
  Holbrook, NY
• 02/2018 → 06/2022
  Sowell Management Services
  North Little Rock, AR
• 09/2007 → 06/2017
  Cora Capital Advisors Llc
  Marlton, NJ
• 07/2017 → Present
  Zenith Tax & Accounting Llc
  Marlton, NJ
• 01/2020 → 06/2022
  Zenith Financial Group Llc
  Marlton, NJ
• 06/2022 → Present
  Edward Jones
  St Louis, MO
• 08/2012 → Present
  Ld Travel Llc
  Cherry Hill, NJ
• 01/2018 → 04/2018
  Daniel L Wolf & Associates
  Marlton, NJ
• 07/2016 → Present
  Dbg Worldwide Llc
  Cherry Hill, NJ

Previous Registrations

• 2018-02-28 → 2022-06-27
  Sowell Management
  Marlton, NJ
• 2011-11-23 → 2018-02-27
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-10-29 → 2011-11-23
  Pts Brokerage, Llc
  Marlton, NJ
  Marlton, NJ
  Mount Laurel, NJ

Other Businesses

"LD Travel, LLC Type: Travel Agency Date: 02/01/12 Title: Member (50%) Trad Hrs: 0 Tot Hrs: 1 Desc: Assisting primarily friends and family with travel arrangements. Receive commission for booking travel with suppliers. City-State: Cherry Hill NJ" *** "Zenith Financial Group, LLC FKA Zenith Group, LLC Type: Inv Advisory & Fin Plan (DBA) Date: 07/01/17 Title: Managing Member Trad Hrs: 0 Tot Hrs: 0 Desc: I am no longer actively working with this entity. It will receive some fees that are owed to me for work performed prior to joining Edward Jones. I am in the process of dissolving this entity. I am not currently working with any clients. City-State: Marlton NJ" *** "Estate of Stacey Shapiro Type: Estate Date: 07/28/14 Title: Executor Trad Hrs: 0 Tot Hrs: 1 Desc: Executor of cousin's estate City-State: Cherry Hill NJ" *** "Zenith Tax & Accounting LLC FKA DB Tax & Accounting LLC Type: Tax & Accounting Services Date: 07/01/17 Title: Managing Member Trad Hrs: 0 Tot Hrs: 0 Desc: Prepare tax returns for clients, assist with general accounting and related tasks. By prior agreement with Edward Jones, I will continue to work in this business for a transition period to offer a smooth transition to clients. Transition in process City-State: Marlton NJ" *** "Rental Type: Rental Property Date: 01/01/13 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: This is a parking space in a condo parking garage. My work is minimal. The space is not currently rented but has been in the past and could be in the future. City-State: Philadelphia PA" *** "Kevin Gaines Type: Date: 06/27/22 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Practice buy-out City-State: Berwyn PA" *** "Estate of Marian Baratz Type: Estate Date: 10/10/23 Title: Executor Trad Hrs: 0 Tot Hrs: 0 Desc: Administering my grandmother's estate as executor. City-State: Cherry Hill NJ" *** "DBG Worldwide, LLC Type: Online Retail Sales Date: 07/01/16 Title: Sole Member Trad Hrs: 0 Tot Hrs: 0 Desc: This entity was originally formed to sell retail goods online. I have not been active with it for several years and intend to dissolve it; however, the entity remains in existence at this time. City-State: Cherry Hill NJ" *** "Daniel Baratz Group, LLC Type: INACTIVE Date: 12/01/10 Title: Sole Member Trad Hrs: 0 Tot Hrs: 0 Desc: There has been no activity in this LLC since 2/28/2018 but it remains in existence. I do not intend to use it for any purpose in the future. I plan to dissolve the entity. City-State: Cherry Hill NJ" ***

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-11
• S66 Uniform Combined State Law Examination
  2007-10-22

Designations

Other Names

• Daniel Adam Baratz
• Dan Baratz