Danielle Denise Douglas

Current Employers

Employment History

• 06/2026 → Present
  Foundations Investment Advisors, Llc
  Palm Bay, FL
• 06/2026 → Present
  True Path Financial Design
  Palm Bay, FL
• 05/2022 → 08/2023
  Golden Reserve
  Maumee, OH
• 06/2019 → 05/2022
  Dental Health Associates
  Sylvania, OH
• 10/2018 → 06/2019
  Carnegie Investment Counsel
  Toledo, OH
• 07/2012 → 10/2018
  Private Wealth Consultants
  Toledo, OH
• 08/2023 → 01/2025
  Citizen Advisory Group
  Perrysburg, OH
• 11/2023 → 01/2025
  Advisory Alpha, Llc
  Holland, MI
• 02/2025 → 05/2026
  Imber Wealth Advisors
  Ann Arbor, MI

Previous Registrations

• 2025-02-05 → 2026-06-05
  Imber Financial Group, Llc
  Ann Arbor, MI
• 2024-01-03 → 2025-01-03
  Advisory Alpha, Llc
  Perrysburg, OH
  Holland, MI
  Toledo, OH

Other Businesses

1) TRUEPATH FINANCIAL DESIGN;INVESTMENT RELATED; 4951 BABCOCK ST NE SUITE 2 PALM BAY, FL 32905; ANNUITY SALES; VICE PRESIDENT; START DATE:06/01/2026;30 HRS/MO DEVOTED TO OTHER BUSINESS; 30 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITES TRADING HRS; RESEARCH RENEWAL RATES FOR EXISTING ANNUITY OWNERS AND PRODUCT OFFERINGS FOR POTENTIAL NEW POLICY OWNERS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-18

Other Names

• Danielle D Douglas
• Danielle D Hamernik
• Danielle D Pickard
• Danielle Denise Goebel