Daniel Jake Leahy

Current Employers

Employment History

• 05/2019 → 08/2019
  Fusion Recruiting Labs, Inc
  Redbank, NJ
• 09/2016 → 08/2017
  Ian Mcintyre Soccer, Inc
  Syracuse, NJ
• 06/2016 → 05/2020
  Leahy Aviation Marine
  Brick, NJ
• 06/2020 → Present
  Brick Township Reacreation
  Brick, NJ
• 07/2016 → 05/2020
  Syracuse University
  Syracuse, NY
• 07/2020 → 01/2023
  Equitable Advisors Llc
  New York, NY
• 01/2023 → 10/2024
  American Portfolios Financial Services
  Holland, PA
• 01/2023 → 10/2024
  American Portfolios Advisors
  Holland, PA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-01-24 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2020-10-26 → 2023-02-01
  Equitable Advisors, Llc
  New York, NY
  Wall, NJ

Other Businesses

1. Rooney Tax and Financial Service Position: BROKER; FIXED LIFE INSURANCE & ANNUITY BUSINESS. VARIOUS INSURANCE PRODUCTS. DEVOTES 10-20 HRS PER MONTH; 2-4 HRS DURING MARKET HRS. START DATE: 01/2023. 2. Rooney Tax and Financial Service POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 130 Buck Rd, Suite 201B, Holland PA 18966, United States DESCRIPTION: Support the office staff/accountants to get tax returns completed. 3. Capital Wealth & Tax Management, LLC - 130 Buck Road Ste 201B, Holland PA 18966 Insurance - broker, start date 01/2023 2-4 during market hours. 4. CAPITAL WEALTH & TAX MANAGEMENT, LLC POSITION: Managing Director NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 130 Buck Road, Suite 201B, Holland PA 18966, United States DESCRIPTION: Sell fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2020-09-28

Other Names

• Jake Leahy
• Daniel Leahy