Daniel Scott Venegoni

Current Employers

Employment History

• 05/2005 → Present
  Smart Tax Moves
  Huntersville, NC
• 07/2006 → Present
  Tactical Wealth Advisors, Llp
  Cornelius, NC
• 07/2013 → Present
  Tactical Investment Advisors Llc
  Charlotte, NC

Previous Registrations

• 2016-03-22 → 2022-12-13
  Spd Group Llp
  Huntersville, NC
• 2014-07-03 → 2015-01-19
  Spd Group Llp
  Huntersville, NC
• 2013-07-19 → 2014-12-01
  Tactical Investment Advisors, Llc
  Huntersville, NC
• 2011-01-11 → 2013-12-26
  Tactical Wealth Ria
  Charlotte, NC
• 2011-01-11 → 2011-12-31
  Tactical Wealth Ria
  Charlotte, NC
• 2006-09-08 → 2009-12-31
  Tactical Wealth Ria
  Charlotte, NC

Other Businesses

Dan Venegoni is also the principal of Tactical Wealth Advisors, LLP, which operates as a Limited Liability Partnership organized in the state of North Carolina. Tactical Wealth Advisors, LLP is a Member of National Futures Association and is registered under the Commodity Exchange Act as amended as a Commodity Trading Advisor (CTA) since July 2007. Tactical Wealth Advisors also became a Commodity Pool Operator (CPO) in April 2008. Tactical Wealth Advisors, LLP currently has four pools under operation: (1) The Tactical Wealth Accumulation Fund, LP operates as a CFTC 4.7 exempt pool, (2) Tactical Wealth Strategic Growth Fund, LP, (3) JMR Legacy Fund, LP and (4) Tactical Wealth Fixed Income Fund, LP. Dan Venegoni also owns Tactical Wealth Technology Solutions, a technology SAAS company providing CTA/CPO back office accounting and reporting services, as well as Tactical Wealth Finance Solutions, a private lending company established to serve the financing needs unique to investors. SMART TAX MOVES 9911 ROSE COMMONS DRIVE SUITE E305 HUNTERSVILLE, NC. 28078. NON INVESTMENT RELATED, TAX PRACTICE, PROPRIETOR. 05/2005 PRESENT, 160 HRS PER MONTH. TAX STRATEGY DEVELOPMENT & IMPLEMENTATION SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-04

Other Names

• Dan Venegoni