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Daniel Charles Walsh

Successful Portfolios LLC

Clearwater, FL

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Current Employers
Successful Portfolios Llc

611 Druid Road East Suite 407, Clearwater, FL 33756 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-03-24

Branch Locations

611 Druid Road East Suite 407, Clearwater, FL 33756 • 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
Morgan Stanley Smith Barney Llc Tampa FL 11/2021 05/2025
Tech Data Clearwater FL 01/2020 07/2021
Home Depot Clearwater FL 08/2016 12/2019
Unemployed Clearwater FL 07/2021 11/2021
Unemployed Clearwater FL 06/2025 10/2025
Successful Portfolios Llc Clearwater FL 11/2025 Present
  • 11/2021 → 05/2025
    Morgan Stanley Smith Barney Llc
    Tampa, FL
  • 01/2020 → 07/2021
    Tech Data
    Clearwater, FL
  • 08/2016 → 12/2019
    Home Depot
    Clearwater, FL
  • 07/2021 → 11/2021
    Unemployed
    Clearwater, FL
  • 06/2025 → 10/2025
    Unemployed
    Clearwater, FL
  • 11/2025 → Present
    Successful Portfolios Llc
    Clearwater, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Daniel C Walsh

View on SEC IAPD

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Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

More in Clearwater, FL

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