Best Investors Account Sign in
Inactive

Daniel Sablik

Vest Financial LLC

Tempe, AZ

Mclean, VA

Claim This Profile
Current Employers
Vest Financial Llc

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-24
VA RA APPROVED 2024-01-27
  • AZ RA
    APPROVED
    Since 2024-10-24
  • VA RA
    APPROVED
    Since 2024-01-27

Branch Locations

Tempe, AZ • United States

8350 Broad St Suite 240, Mclean, VA 22102-5150 • 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
Unemployed San Diego CA 07/2022 10/2022
Proshare Advisors Llc Bethesda MD 06/2015 06/2022
Lifepro Asset Management San Diego CA 10/2022 07/2023
Vest Financial, Llc Mclean VA 08/2023 Present
  • 07/2022 → 10/2022
    Unemployed
    San Diego, CA
  • 06/2015 → 06/2022
    Proshare Advisors Llc
    Bethesda, MD
  • 10/2022 → 07/2023
    Lifepro Asset Management
    San Diego, CA
  • 08/2023 → Present
    Vest Financial, Llc
    Mclean, VA
Previous Registrations
  • 2023-02-16 → 2023-08-02
    Lifepro Asset Management
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-24
  • S65 Uniform Investment Adviser Law Examination
    2023-01-24

View on SEC IAPD

More in Tempe, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor