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Daniel Joshua Tobias

Passport Wealth Management

Cornelius, NC

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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

View on SEC IAPD

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Other Investors

DAVE ALLISON EDWARDS
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DAVID LAWRENCE SCHIFF
DAVID PAUL COSS
EDWIN BENNETT GRESHAM
Kimberly Belk Kaylor
Jarred Allen West
LARKIN WOBBE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

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