Inactive

Daniel Mason Hart

Advanced Portfolio Strategies

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Current Employers

Advanced Portfolio Strategies

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-02-14

CA RA
APPROVED

Since 2020-02-14

Branch Locations

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • 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

Organization	City	State	From	To
Aps Management Group, Inc.	Torrance	CA	01/2020	Present
Aps Management Group Inc.	Torrance	CA	10/2018	Present
Student	Tucson	AZ	09/2016	10/2018

01/2020 → Present

Aps Management Group, Inc.

Torrance, CA
10/2018 → Present

Aps Management Group Inc.

Torrance, CA
09/2016 → 10/2018

Student

Tucson, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-28

S65 Uniform Investment Adviser Law Examination

2020-01-28

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

SOUTH BAY FINANCIAL PARTNERS

EP WEALTH ADVISORS

STRATOS WEALTH PARTNERS, LTD

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

Other Investors

RYAN BOMERSBACK

Jordan Luke Opre

LISA MARIE QUARTARONE

MARTHA P HOLLADAY

NICOLE ELIZABETH NOVALES

Gilberto Alvarez

Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

More in Torrance, CA

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