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Michael A Daley

Peakview Strategies

Cottleville, MO

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Current Employers
Peakview Strategies

Cottleville, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-12-21
  • MO RA
    APPROVED
    Since 2023-12-21

Branch Locations

Cottleville, MO • 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
Massmutual Life Insurance Co Chesterfield MO 01/2012 12/2023
Mml Investors Services, Llc Chesterfield MO 01/2012 12/2023
Synergy Wealth Solutions Chesterfield MO 01/2012 12/2023
Peakview Strategies, Llc Cottleville MO 11/2020 Present
  • 01/2012 → 12/2023
    Massmutual Life Insurance Co
    Chesterfield, MO
  • 01/2012 → 12/2023
    Mml Investors Services, Llc
    Chesterfield, MO
  • 01/2012 → 12/2023
    Synergy Wealth Solutions
    Chesterfield, MO
  • 11/2020 → Present
    Peakview Strategies, Llc
    Cottleville, MO
Previous Registrations
Other Businesses

Michael Daley maintains a Certified Public Accountant (CPA) license in order to provide tax services to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-17
  • S66 Uniform Combined State Law Examination
    2012-03-17
Designations
Other Names
  • Mike Daley

View on SEC IAPD

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