Daniel Laurence Mock

Employer firm

Indivisible Partners CRD 332431

$2.08B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 05/2026 → Present
  Indivisible Partners Llc
  Clearwater, FL
• 05/2014 → Present
  Fmb Wealth Management
  Westlake Village, CA
• 05/2014 → Present
  Fmb Retirement Services
  Westlake Village, CA

Other Businesses

FMB Insurance Services. Not investment-related. Located in Westlake Village, California. FMB Insurance Services sells Life and Health Insurance products. Mr. Mock is an Insurance Agent of FMB Insurance Services beginning in January 2016 and is still presently in this position. The duties of this position include reviewing client cases for recommendation and execution of insurance where applicable. He spends approximately 5 hours per month on this business and 1-2 hours a week during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-07

Designations

• Certified Financial Planner

Other Names

• Danny Mock