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Daniel Antonio Torres

Wellth Advisory Services, LLC

San Carlos, CA

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-06
  • CA RA
    APPROVED
    Since 2024-12-06

Branch Locations

San Carlos, CA • United States

Shorewood, IL • 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
Global Retirement Partners, Llc San Rafael CA 05/2023 06/2024
Strategic Retirement Partners Redwood City CA 07/2019 Present
Forlincoln Belmont CA 02/2016 07/2019
Wellth Advisory Services, Llc Shorewood IL 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-27
  • S65 Uniform Investment Adviser Law Examination
    2024-09-27

View on SEC IAPD

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