Daniel Arie Goldman

Truist Advisory Services, Inc.

Claim This Profile

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-12-26

MD RA
APPROVED

Since 2025-12-26

Branch Locations

1445 Research Blvd, Rockville, MD 20850 • 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
C2 Education	Oiney	MD	04/2016	07/2017
Revolution Prep	Los Angeles	CA	07/2017	03/2020
Unemployed	Montgomery Village	MD	03/2020	09/2021
Truist Bank	Potomac	MD	09/2021	09/2025
Truist Investment Services, Inc	Rockville	MD	09/2025	03/2026
Truist Advisory Services, Inc	Rockville	MD	12/2025	03/2026
Truist Services, Inc	Rockville	MD	03/2026	Present
Truist Investment Services, Inc	Rockville	MD	03/2026	Present

04/2016 → 07/2017

C2 Education

Oiney, MD
07/2017 → 03/2020

Revolution Prep

Los Angeles, CA
03/2020 → 09/2021

Unemployed

Montgomery Village, MD
09/2021 → 09/2025

Truist Bank

Potomac, MD
09/2025 → 03/2026

Truist Investment Services, Inc

Rockville, MD
12/2025 → 03/2026

Truist Advisory Services, Inc

Rockville, MD
03/2026 → Present

Truist Services, Inc

Rockville, MD
03/2026 → Present

Truist Investment Services, Inc

Rockville, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-24

S66 Uniform Combined State Law Examination

2025-12-24

Other Names

Danny Goldman
Daniel Arie Goldman

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor