Best Investors Account Sign in
Inactive

Daniel Brian Moisand

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Claim This Profile
Current Employers
Moisand Fitzgerald Tamayo, Llc

300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2003-01-09
  • FL RA
    APPROVED
    Since 2003-01-09

Branch Locations

200 South Orange Avenue Ste. 2025, Orlando, FL 32801 • 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
Moisand Fitzgerald Tamayo Llc Maitland FL 11/2002 Present
Other Businesses

Freelance writing and speaking as Schedule C sole proprietor. No DBA Investment-related. 2 hrs/mo average total. On average 1 of those 2 hrs is during trading hours. From time to time, hired to write or speak on personal finance topics.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-09-30
S63 Uniform Securities Agent State Law Examination 1991-09-12
  • S65 Uniform Investment Adviser Law Examination
    1991-09-30
  • S63 Uniform Securities Agent State Law Examination
    1991-09-12
Designations
Other Names
  • Dan Moisand

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor