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Daniel P Vass

Vass Financial Strategies

Lafayette Hill, PA

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Current Employers
Vass Financial Strategies

439 Germantown Pike, Lafayette Hill, PA 19444 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-08-24
  • PA RA
    APPROVED
    Since 2015-08-24

Branch Locations

439 Germantown Pike, Lafayette Hill, PA 19444 • 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
Vass Financial Strategies Lafayette Hill PA 08/2015 Present
Previous Registrations
  • 2015-05-20 → 2015-08-28
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 2014-09-09 → 2015-08-11
    Rz Wealth
    Wayne, PA
  • 2013-04-15 → 2015-05-06
    Wfg Advisors, Lp
    Wayne, PA
Other Businesses

INSURANCE SALES - DANIEL P. VASS IS LICENSED TO SELL LIFE AND HEALTH INSURANCE AND SPENDS APPROXIMATELY 15% OF HIS TIME ON THIS ACTIVITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-13
  • S66 Uniform Combined State Law Examination
    2013-04-13

View on SEC IAPD

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JOHN JOSEPH MORGENTHALER
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Other Offices

WHARTON WEALTH MANAGEMENT, LLC · MALVERN, PA
WHARTON BUSINESS GROUP, LLC · MALVERN, PA
OSAIC WEALTH, INC. · MALVERN, PA
LPL ENTERPRISE, LLC · MALVERN, PA
THE AMERIFLEX GROUP · Malvern, PA
CGI PLAN ADVISORS, INC. · FRAZER, PA
CGI WEALTH ADVISORS, INC. · FRAZER, PA
TRUE HORIZON WEALTH ADVISORS, LLC · MALVERN, PA

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