Daniel Patrick Nardolillo

Current Employers

Employment History

• 06/2015 → Present
  Wealthplan Advantage
  Morristown, NJ
• 06/2015 → 01/2017
  Lpl Financial
  Morristown, NJ
• 08/2017 → Present
  Apw Captial, Inc.
  Rockaway, NJ
• 06/2021 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 05/2018 → 08/2021
  Aurora Private Wealth, Inc.
  Rockaway, NJ

Previous Registrations

• 2018-05-21 → 2021-08-03
  Aurora Private Wealth, Inc.
  Morristown, NJ
  Totowa, NJ

Other Businesses

1) WealthPlan Advantage, Inc.; 191 Washington Street, Morristown, NJ 07960; Investment related - financial planning; Website: wealthplanadv.com; Start date: 06/01/2015; Title: Director of Operations for Greg Nardolillo; Duties pertain to the operations of this outside business activity. Time spent: 100 hours per month, during securities trading hours. WealthPlan Advantage is a DBA for financial planning/investment advisory through Summit; W-2 employee, Summit Financial serves as the registered back office. 2) Daniel Nardolillo, Insurance Agent, Investment related:No, 191 Washington St., Morristown, NJ, 07960, Life Insurance - Term. Using Highland Capital as facilitator, Insurance Agent, 01/01/2021, One hour per week, Buying term insurance on behalf of myself and prospective clients 3) Highland Capital GA Insurance Business, Investment related:No, 169 Lavender Lane, Mill Valley, CA, 94941, Life and Health Insurance Cases, Life and Health Insurance Agent, 06/23/2023, 10 hours/month, Life/Health/LTC Insurance Cases 4) WPA West LLC: Investment related; 1996 Centro West St. Tiburon, CA 94920; Position: Consultant; Financial planning consult on financial plan design and implementation for WealthPlan Advantage and their clients; start 1/1/2023; 50 hours month devoted to this outside activity. Varied hours devoted to consulting for WealthPlan Advantage during securities trading hours. 5) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Nardolillo Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 6) Crump Insurance Co, fixed insurance, not investment related; 4135 N Front Stre, Harrisburg, PA 17110; Duties and Title: Insurance Agent - Life & Health (long term care); Start Date: 6/2/2026; commission based compensation.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-21

Designations

Other Names

• Dan Nardolillo
• Dan Patrick Nardolillo