Best Investors Account Sign in
Inactive

Daniel Joshua Tobias

Passport Wealth Management

Cornelius, NC

CRD 6365351

Claim This Profile
Employer firm

Passport Wealth Management CRD 297449

$115M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Passport Wealth Management

17505 W Catawba Ave #200, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-27
NC RA APPROVED 2018-07-11
  • TX RA
    APPROVED_RES
    Since 2024-02-27
  • NC RA
    APPROVED
    Since 2018-07-11

Branch Locations

17505 W Catawba Ave #200, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davidson Capital Davidson NC 02/2016 06/2018
Passport Wealth Management, Llc Charlotte, NC 06/2018 Present
  • 02/2016 → 06/2018
    Davidson Capital
    Davidson, NC
  • 06/2018 → Present
    Passport Wealth Management, Llc
    Charlotte,, NC
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC

More in Cornelius, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor