Daniel Clark Fernald

Current Employers

Employment History

• 05/2026 → Present
  Lat Wealth Financial Advisors
  Clearwater, FL
• 05/2026 → Present
  Florida Financial Advisors
  Clearwater, FL
• 10/2024 → 03/2026
  The Gables Inn Mountain Dog Restaurant And Pub
  Westport, NY
• 05/2022 → 08/2024
  Meadowmount School Of Music
  Westport, NY
• 02/2021 → 12/2025
  University Of Maryland Baltimore County
  Baltimore, MD
• 06/2019 → 12/2021
  St Mary's College Of Maryland
  St Mary's City, MD
• 09/2014 → 06/2018
  Catonsville High School
  Catonsville, MD
• 06/2018 → 06/2019
  Unemployed
  Catonsville, MD

Other Businesses

1) Florida Financial Advisors. Investment Related.5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities 2) Lat Wealth Financial Advisors. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial planning and wealth management marketing entity. Does not provide investment advisory services. Advisory services are offered through Florida Financial Advisors, LLC. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Marketing activities; no advisory services conducted through this entity. 3) Latitude Insurance Agency Services. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Insurance agency. Licensed insurance agency engaged in the sale of fixed insurance products. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. 4) Florida Financial Insurance, LLC. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Licensed insurance agency engaged in the sale of insurance products, including fixed and fixed indexed annuities and life insurance. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-04