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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-04 |
| FL | RA | APPROVED | 2024-06-10 |
| SC | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sumter | SC | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sumter | SC | 11/2016 | 11/2018 |
| Lpl Financial Llc | Sumter | SC | 11/2018 | 11/2023 |
| Osaic | Sumter | SC | 11/2023 | Present |
1) DANIEL WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/21/2018 ADDRESS: 234 Broad Street, Sumter SC 29150, United States DESCRIPTION: DBA for securities and insurance business. Strive to Protect, Manage, and Grow our client's future vision of life. 2) DANIEL INSURANCE SOLUTIONS POSITION: owner NATURE: Life, Disability, Long-term Care, and Medicare INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: Provide Life, LTC, Disability insurance 3) INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/21/2018 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: Protecting families that I work for through insurance products. 4) DDD INVESTMENT POSITION: 60% Owner NATURE: Holding company for real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1981Golfair Rd, Sumter SC 29154, United States DESCRIPTION: Buying real estate 5) DONALD D DANIEL POSITION: Baseball Umpire NATURE: Official in NCAA Baseball INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 12 START DATE: 10/01/2002 ADDRESS: 1981 Golfair Rd, Sumter SC 29154, United States DESCRIPTION: Umpiring NCAA Baseball 6) DANIEL LAROSA POSITION: 50% Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 1981 Golfair Rd, Sumter SC 29154, United States DESCRIPTION: Renting property 7) BOOK AUTHOR - DONALD D. DANIEL POSITION: Book Author NATURE: Writing a book about Cash-flow, budget, and spend rates as the important basics of every family INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 1981 Golfair Rd, Sumter SC 29154, United States DESCRIPTION: To research, write, and confirm it makes sense 8) RADIO / PODCAST POSITION: Radio / Podcast Host NATURE: Sole Proprietorship for Radio show / Pod Cast INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2025 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: Recording a 30 minute radio / podcast show
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
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