Best Investors
Account
Sign in
Best Investors
Account
Sign in
2430 Estancia Blvd. Suite 206, Clearwater, FL 33761 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-20 |
Branch Locations
2430 Estancia Blvd. Suite 206, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dolphin Insurance, Inc. | Clearwater | FL | 04/2012 | Present |
| Dolphin Wealth Management, Inc. | Clearwater | FL | 01/2014 | Present |
Daniel Wendol owns a financial services affiliated business known as Dolphin Insurance Inc. He serves as the sole owner and as a licensed insurance agent for this business. DOLPHIN INSURANCE, INC. (FORMERLYLODNEW, INC); PRESIDENT/INSURANCE AGENT; INVESTMENT RELATED; CLEARWATER, FL; STARTED 04/2012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-05 |
Reach out to this advisor