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Daniel James Fortunato

Meridian Financial Partners LLC

Warrenton, VA

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Current Employers
Meridian Financial Partners Llc

39 South 4Th Street, Warrenton, VA 20186 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-22
  • VA RA
    APPROVED
    Since 2025-02-22

Branch Locations

39 South 4Th Street, Warrenton, VA 20186 • 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
Meridian Financial Partners Warrenton VA 05/2024 Present
Monterey Church Warrenton VA 08/2020 05/2024
Monterey Church Monterey CA 10/2017 08/2020
Carfax Centreville VA 05/2013 09/2017
  • 05/2024 → Present
    Meridian Financial Partners
    Warrenton, VA
  • 08/2020 → 05/2024
    Monterey Church
    Warrenton, VA
  • 10/2017 → 08/2020
    Monterey Church
    Monterey, CA
  • 05/2013 → 09/2017
    Carfax
    Centreville, VA
Other Businesses

Rental Property, not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-21
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Other Investors

RICHARD GLENN ALBERT
APRIL SPITTLE BLAKE
Jessica Ashby
Jeremy Noel
ISAAC KWAKU COBBINAH
DENNIS JOSEPH DONOVAN
JAMES EVERETT TOBIAS
Kevin Hook

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrenton, VA
FOUNDERS FINANCIAL SECURITIES LLC · Warrenton, VA
EDWARD JONES · Warrenton, VA
WELLS FARGO CLEARING SERVICES, LLC · WARRENTON, VA
CETERA INVESTMENT ADVISERS LLC · WARRENTON, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Warrenton, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Warrenton, VA
CETERA INVESTMENT ADVISERS LLC · WARRENTON, VA

More in Warrenton, VA

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