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Daniel Mauser

Cosmos Wealth, LLC

La Jolla, CA

Tru Independence Asset Management 2, LLC

Portland, OR

La Jolla, CA

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Current Employers
Cosmos Wealth, Llc

7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States

Tru Independence Asset Management 2, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-30
  • CA RA
    APPROVED
    Since 2021-08-30

Branch Locations

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

7596 Eads Ave Suite 111, La Jolla, CA 92037 • 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
Investment Placement Group San Diego CA 08/2014 08/2021
Tru Independence Asset Management 2, Llc Portland OR 08/2021 07/2026
Rely Wealth Partners, Llc La Jolla CA 08/2021 07/2026
Cosmos Wealth, Llc La Jolla CA 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-19
S66 Uniform Combined State Law Examination 2015-07-27
  • S63 Uniform Securities Agent State Law Examination
    2019-12-19
  • S66 Uniform Combined State Law Examination
    2015-07-27
Other Names
  • Daniel Mauser Kassel

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
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INTEGRATED WEALTH CONCEPTS LLC · LA JOLLA, CA

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