Daniel Joshua Weiss

Current Employers

Employment History

• 06/2012 → 03/2020
  Tundidor & Weiss Investment Group
  Philadelphia, PA
• 04/2014 → 03/2020
  First And Marley Llc
  Cynwyd, PA
• 09/2014 → 03/2020
  Voya Financial Advisors
  Philadelphia, PA
• 03/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2020 → 05/2021
  Summit Financial Group
  Philidelphia, PA
• 03/2020 → Present
  W Financial Advisors
  Philidelphia, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-26 → 2021-05-20
  Summit Financial Group Inc
  Philadelphia, PA
• 2011-11-30 → 2020-04-01
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Braintree, MA
  Paramus, NJ
  Fort Lauderdale, FL
  Bridgewater, NJ
• 2009-11-06 → 2011-11-25
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: W FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 50 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR - PROVIDE FINANCIAL SERVICES ; (3) NAME OF OTHER BUSINESS: BRANCA RAMPART INSURANCE SERVICES ; INVESTMENT RELATED: NO ; ADDRESS: 2005 S. EASTON ROAD STE 202, DOYLESTOWN PA 18901 ; NATURE OF BUSINESS: INSURANCE ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: AGENT ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: INSURANCE CASE SUBMITTED TO THEIR IMO ; (4) NAME OF OTHER BUSINESS: JCC KAISERMAN ; INVESTMENT RELATED: NO ; ADDRESS: 45 HAVERFROD RD, WYNNEWOOD, PA 19096 ; NATURE OF BUSINESS: COMMUNITY CENTER ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: DISCUSS EVENT PLANNING, FUNDRAISING AND DEALING WITH CURRENT ISSUES ; (5) NAME OF OTHER BUSINESS: MY MEDICARE PRO, INVESTMENT RELATED: NO, ADDRESS: 240 BRADFORD CIRCLE, BLUE BELL, PA, 19422, NATURE OF BUSINESS: MEDICARE PROCESS ASSISTANCE, START DATE: 03/2023, POSITION/TITLE/RELATIONSHIP: REFERRER, LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS, FOR COMP, TO HELP THE THROUGH THE MEDICARE PROCESS; 6) NAME OF OTHER BUSINESS: W FINANCIAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: CREATED FOR EXPENSE MANAGEMENT PURPOSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-30
• S63 Uniform Securities Agent State Law Examination
  2009-09-21

Other Names

• Daniel Weiss
• Daniel Joshua Weiss