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Daniel Joseph Esford

Reagan Companies Asset Management, Inc

Syracuse, NY

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Current Employers
Reagan Companies Asset Management, Inc

443 N Franklin St Suite 220, Syracuse, NY 13204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-04
FL RA APPROVED 2019-07-19
  • NY RA
    APPROVED
    Since 2021-03-04
  • FL RA
    APPROVED
    Since 2019-07-19

Branch Locations

443 N Franklin St Suite 220, Syracuse, NY 13204 • 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
Allied Financial Services Inc Victor NY 04/2015 07/2019
Securities America, Inc. Victor NY 02/2019 07/2019
Securities America Advisors, Inc. Victor NY 02/2019 07/2019
Allied Financial Services, Inc. Victor NY 02/2015 07/2019
Reagan Companies Asset Management, Inc. Syracuse NY 07/2019 Present
  • 04/2015 → 07/2019
    Allied Financial Services Inc
    Victor, NY
  • 02/2019 → 07/2019
    Securities America, Inc.
    Victor, NY
  • 02/2019 → 07/2019
    Securities America Advisors, Inc.
    Victor, NY
  • 02/2015 → 07/2019
    Allied Financial Services, Inc.
    Victor, NY
  • 07/2019 → Present
    Reagan Companies Asset Management, Inc.
    Syracuse, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-03
  • S66 Uniform Combined State Law Examination
    2015-06-03
Designations

View on SEC IAPD

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