Daniel Albert Roeske

Current Employers

Employment History

• 05/2009 → 08/2018
  The Leaders Group Inc
  Littleton, CO
• 03/2009 → Present
  Tailor Made Financial Svcs
  The Woodlands, TX
• 08/2018 → 03/2023
  Raymond James Financial Services, Inc.
  The Woodlands, TX
• 02/2019 → 03/2023
  Raymond James Financial Services Advisors Inc.
  The Woodlands, TX
• 04/2021 → Present
  Concurrent Investment Advisors, Llc D/B/A Tailormade Wealth Coun
  The Woodlands, TX
• 03/2023 → 07/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2023 → Present
  Concurrent Investment Advisors Llc
  The Woodlands, TX
• 04/2021 → Present
  Tailormade Financial Inc.
  The Woodlands, TX
• 07/2026 → Present
  Oakwood Capital Securities, Inc.
  The Woodlands, TX

Previous Registrations

• 2019-02-12 → 2023-03-30
  Raymond James Financial Services Advisors, Inc
  The Woodlands, TX

Other Businesses

1. Fixed Insurance. At registered location. Non-variable insurance sales. Agent. Investment Related. 8/31/2018. 10 hrs/month. All during trading hours. 2. TailorMade Financial Inc. At registered location. Support Company. Owner. Investment Related. 08/31/2018. 0-1 Hrs/month. During trading hours: 0-1. Wealth Management of insurance products. 3. TailorMade Ten, LLC. At registered location. Support Company. Owner. Investment Related. 04/28/2021. 0-1 Hrs/month. During trading hours: 0-1. Owner 4. Concurrent Investment Advisors, LLC d/b/a TailorMade Wealth Counsel. At registered location. Investments and insurance. President. investment Related. 3/22/2023. 120 hrs/month, all during trading hours. Client relations 5. TailorMade Thirty Seven, LLC. At registered location. Support Company. Owner. Investment Related. 11/2023. 0-1 Hrs/month. During trading hours: 0-1. Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-05
• S63 Uniform Securities Agent State Law Examination
  1996-05-24

Other Names

• Daniel A Roeske