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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services, Inc | New Brighton | PA | 06/2006 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 01/2017 | Present |
SELL FIXED INSURANCE PRODUCTS--PRIMARILY LIFE INSURANCE--AS AN INDEPENDENT REP DC Financial Solutions, Inc.-Insurance sales [in conjunction with his securities business]. 10 hours per month and 10 hours per month during trading hours rep is an IAR with Prosperity WM FORTE FINANCIAL INC; Not investment related; 1010 Third Ave New Brighton, PA 15066; Tax Prep; January 2016; 30 hours per month; preparation of personal and small business tax returns. Rep is in a partnership with his wife, Michelle. They have formed Daniels Trading Company, LLC. The focus is on importing quality goods from Paraguay for distribution. Rep is president/owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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