Daniel Lentini Rey

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Daniel Rey Lopez (Dba)Ingennuity, Llc
  Heathrow,, FL
• 07/2010 → Present
  Self Employeed
  Winter Park, FL

Other Businesses

INSURANCE - LIFE, HEALTH, ANNUITIES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HRS: 15 INVESTMENT RELATED HRS: 15 START DATE: 05/19/2010 ADDRESS: 220 EAST CENTRAL PARKWAY , SUITE 1000, ALTAMONTE SPRINGS, FL 32701 DESCRIPTION: INSURANCE SALES AND SERVICE THE LONDYN GROUP POSITION: OWNER NATURE: S CORP FOR TAX FILING PURPOSES. HAVE COMMISSIONS PAID TO THIS ACCOUNT. NO MARKETING OF ANY SORTS, COMPANY WILL NOT BE ADVERTISED. INVESTMENT RELATED: YES NUMBER OF HRS: 0 INVESTMENT RELATED HRS: 0 START DATE: 12/31/2014 ADDRESS: 155 CRANE ROOST BLVD #2040, ALTAMONTE SPRINGS FL 32701 DESCRIPTION: S CORP FOR TAX FILING PURPOSES. VOYAGE RETIREMENT SOLUTIONS (SECURITIES DBA & TAX PREPARTION) POSITION: Owner NATURE: Securities DBA used in conjunction with Investment Sales & Tax Prepartion INVESTMENT RELATED: Yes NUMBER OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 02/25/2016, ADDRESS: 480 S Keller Rd, Orlando FL 32810 DESCRIPTION: Tax accountant will be handling tax preparation. My involvement will occur if the accountant needs to refer the client to me for the purpose of setting up retirement accounts TSA CONNECT - FIXED INSURANCE MARKETING ORGANIZATION POSITION: co founder NATURE: fixed insurance marketing organization INVESTMENT RELATED: Yes NUMBER OF HRS: 10 SECURITIES TRADING HRS: 5 START DATE: 07/04/2018 ADDRESS: 220 east central parkway suite 1000, altamonte springs FL 32701, United States DESCRIPTION: Relationship management - connecting fixed agents to fixed insurance companies with the goal of collecting an override/spread TAX CORE POSITION: CEO NATURE: Tax planning/prep and accounting service. INVESTMENT RELATED: Yes NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 01/15/2019 ADDRESS: 220 east central parkway suite 1000, altamonte springs FL 32701, United States DESCRIPTION: Owner INGENUITY CORE (OR) ADVISOR INGENUITY POSITION: Co-Founder NATURE: Developing marketing strategies, campaigns and providing guidance for business owners, financial professionals, CPA's and attorney's. INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 2 START DATE: 08/19/2020 ADDRESS: 220 East Central Parkway Suite 1000, Altamonte Springs FL 32701, United States DESCRIPTION: Have input on direction of the company. May need to speak with marketing clients on their overall marketing strategies. VOYAGE INSURANCE SOLUTIONS Is Not Investment Related, Medicare and Supp Insurance DBA, Partner, 2022-03-01, 5 hours per month, 5 hours per month during trading hours, Commission Compensation, Partner but the day to day operations will be handled by Joel Marquez. KIPLINGER MAGAZINE and other local magazines- Contributing Author, Is Not Investment Related, Contributing Author, 2022-12-12, 5 hrs per month, 0 hours per month during trading hrs, No Compensation. Write articles pertaining to investment and retirement planning in the hopes of increasing the readers knowledge of practical planning concepts. Help readers develop better relationship with finances, goals. RAMSEY SOLUTIONS SMARTVESTOR PROGRAM Is Investment Related, Investment and Retirement Planning, Smartvestor Pro, 2023-09-12, 20 hrs per month, 0 hrs per month during trading hours, No Compensation, "Assist any referrals that come from the Ramsey Smartvestor Program with retirement and investment planning help." Voyage Risk Management Is Not Investment Related,"1130 Business Center Drive, Suite 2000, Lake Mary, FL, 32746, United States", Risk Management - Property and Casualty Insurance, Co-Owner/Partner, 12/2/2025, 5 hrs per month, 0 hrs per month during trading hours, Other Compensation, "Owner distributions, profits, and eventually salary." ALL Capital, LLC Is Not Investment Related, "1130 Business Center Dr, Suite 2000, Lake Mary, FL, 32746, United States, This is simply a holding company not held out to the public, Owner, 12/24/2025, 1 hrs per month, 0 hrs per month during trading hours, Other Compensation, Distributions, K1

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-15
• S65 Uniform Investment Adviser Law Examination
  2020-10-09

Other Names

• Daniel R Lopez
• Daniel R. Lopez