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Daniel Louis Frattali

Hs Wealth Partners

Nashville, TN

Encino, CA

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Current Employers
Hs Wealth Partners

25 Music Square East Suite 200, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-09
  • CA RA
    APPROVED
    Since 2024-05-09

Branch Locations

25 Music Square East Suite 200, Nashville, TN 37203 • United States

Encino, CA • 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
Daniel L Frattali An Accountancy Corp/Frattali & Co, Inc. Encino CA 12/1997 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 05/2024
Tigeroak Management, L.L.C. Dba Hs Wealth Partners Huntington Beach CA 05/2024 Present
  • 12/1997 → Present
    Daniel L Frattali An Accountancy Corp/Frattali & Co, Inc.
    Encino, CA
  • 01/2018 → 05/2024
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 05/2024 → Present
    Tigeroak Management, L.L.C. Dba Hs Wealth Partners
    Huntington Beach, CA
Previous Registrations
Other Businesses

FRATTALI & CO, INC. 16133 VENTURA BLVD, STE 545, ENCINO, CA, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 11/01/19, NIR, PRESIDENT, CPA, 40/WK- 40/WK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-18
  • S65 Uniform Investment Adviser Law Examination
    2016-01-18
Other Names
  • Daniel L Frattali

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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