Daniel Patrick Bierals

Current Employers

Employment History

• 05/2012 → 11/2023
  World Equity Group
  Morristown, NJ
• 11/2023 → Present
  Osaic Wealth, Inc.
  Morristown, NJ

Previous Registrations

• 2012-05-21 → 2023-12-15
  World Equity Group, Inc.
  Morristown, NJ
  Schaumburg, IL
  Schaumburg, IL
• 2008-11-18 → 2012-05-24
  New England Securities
  Fairfield, NJ
  Fairfield, NJ

Other Businesses

1) WEICHERT REALTORS POSITION: referral agent NATURE: Independent contractor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2006 ADDRESS: 24 Forest Drive, Mendham NJ 07945, United States DESCRIPTION: Refer prospective home buyers /sellers to Weichert Real Estate agents. I receive a referral fee if business is closed. 2) DANIEL BIERALS POSITION: Insurance agent NATURE: Independent contractor INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2010 ADDRESS: 1 Cattano Ave, Suite 10, Morristown NJ 07960, United States DESCRIPTION: Sell insurance (disability, fixed annuities, life/accident/health, long term care, Medicare related products, captive insurance) 3) BIERALS WEALTH MANAGEMENT, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/29/2024 ADDRESS: 1 Cattano Ave, Suite 10, Morristown NJ 07960, United States DESCRIPTION: Act as a financial advisor as part of my core business through Acorn Financial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-04
• S63 Uniform Securities Agent State Law Examination
  1994-11-09