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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Bethany Baptist Church | Bishopville | SC | 11/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sumter | SC | 06/2015 | 06/2017 |
| Bank Of America, N.A. | Sumter | SC | 08/2015 | 06/2017 |
| Edward Jones | St.LOuis | MO | 06/2017 | 10/2021 |
| Lpl Financial, Llc | Sumter | SC | 10/2021 | 02/2025 |
| Osaic | Sumter | SC | 02/2025 | 07/2026 |
| Osaic Wealth, Inc. | Sumter | SC | 07/2026 | Present |
1) DANIEL WEALTH MANAGEMENT (INSURANCE) POSITION: employee NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2021 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: non variable Insurance sales 2) DANIEL WEALTH MANAGEMENT POSITION: employee NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2021 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: DBA for securities business 3) BETHANY BAPTIST CHURCH POSITION: Pastor NATURE: Non-Profit/Church INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2010 ADDRESS: 1146 Manville Saint Charles Rd, Bishopville SC 29010, United States DESCRIPTION: Preaching pastoral care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-14 |
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