Daniel Allen Dague

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → Present
  Buckeye Tax Service
  Alliance, OH
• 01/2015 → Present
  Fortune Financial Services, Inc.
  Monaca, PA
• 11/2019 → Present
  Prosperity Wealth Management Inc.
  San Ramon, CA

Previous Registrations

• 2019-11-21 → 2019-12-31
  Exodus Wealth, Llc
  Fort Lauderdale, FL
  Alliance, OH

Other Businesses

PART OWNER OF BUCKEYE TAX AND FINANCIAL SERVICE LLC (DBA) LOCATED AT 319 EAST STATE STREET, ALLIANCE, OH 44601. DUTIES INCLUDE FULL TIME TAX PREPARATION DURING TAX SEASON. ALSO CONDUCTS INSURANCE SALES ON A COMMISSION BASIS. FIXED ANNUITIES AND HEALTH Representative has met the requirements of the IRS to become an enrolled agent. Representative also does sales of Medicare supplemental insurance and Medicare advantage plans. This is commission based Taxmasteronline.com Owner enrolled agent__/__ IAR with Prosperity Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2019-10-16
• S63 Uniform Securities Agent State Law Examination
  2004-10-21