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Daniel Vazquez

Missionsquare Wealth Management

Havertown, PA

Coral Springs, FL

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Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-03-02

Branch Locations

Havertown, PA • United States

Coral Springs, FL • 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
Charles Schwab & Co., Inc. Pleasanton CA 02/2016 03/2022
Charles Schwab Bank, Ssb Pleasanton CA 05/2017 03/2022
Confidence Wealth Management Torrance CA 03/2022 06/2022
Confidence Wealth Management Henderson NV 03/2022 06/2022
Sabbatical Aurora CO 06/2022 06/2023
Missionsquare Investment Services Washington DC 06/2023 Present
Missionsquare Retirement Washington DC 06/2023 03/2026
  • 02/2016 → 03/2022
    Charles Schwab & Co., Inc.
    Pleasanton, CA
  • 05/2017 → 03/2022
    Charles Schwab Bank, Ssb
    Pleasanton, CA
  • 03/2022 → 06/2022
    Confidence Wealth Management
    Torrance, CA
  • 03/2022 → 06/2022
    Confidence Wealth Management
    Henderson, NV
  • 06/2022 → 06/2023
    Sabbatical
    Aurora, CO
  • 06/2023 → Present
    Missionsquare Investment Services
    Washington, DC
  • 06/2023 → 03/2026
    Missionsquare Retirement
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01
Designations

View on SEC IAPD

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