Daniel Mark Weinberg

Current Employers

Employment History

• 04/2012 → Present
  Allsquare Wealth Management, Llc
  Albany, NY
• 10/2014 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1. AllSquare Wealth Management, LLC. Investment Related. At Registered Location. RIA. IAR. 1/1/2014. 160 Hrs/Mo; All During Trading Hours. Investment Advisory Services. 2.) INDEPENDENT INSURANCE AGENT;200 GREAT OAKS BLVD STE 219 ALBANY, NY 12203;SALE AND SERVICING OF FIXED INSURANCE PRODUCTS IN THE LIFE/ACCIDENT/HEALTH SPACE;INVESTMENT RELATED; LICENSED INSURANCE AGENT; SELL AND SERVICE INSURANCE PRODUCTS; 10/1995; NUMBER OF HOURS/MONTH: 5; DURING TRADING HOURS: 5; 3.) NAME OF OBA: BOARD MEMBER - ALBANY JEWISH COMMUNITY CENTER; ADDRESS OF OBA: 340 WHITEHALL ROAD ALBANY, NY 12208; NATURE: ATTEND PERIODIC BOARD MEETINGS; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: BOARD MEMBER; DUTIES: ATTEND AND PARTICIPATE IN PERIODIC BOARD MEETINGS; START DATE: 10/2015; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; 4.) NAME OF OBA: ENDOWMENT BOARD OF GOVERNORS - JEWISH FEDERATION OF NORTHEASTERN NEW YORK; ADDRESS OF OBA: THE GOLUB CENTER, 184 WASHINGTON AVENUE EXTENSION, ALBANY, NY 12203; NATURE: ATTEND PERIODIC MEETINGS; INVESTMENT RELATED: YES; TITLE WITH OBA: VICE-CHAIR - INVESTMENT; DUTIES: ATTEND AND PARTICIPATE IN PERIODIC MEETINGS, EVALUATE ENDOWMENT PERFORMANCE, REVIEW INVESTMENT MANAGERS HIRED BY THE BOARD; START DATE: 10/2015; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-01
• S63 Uniform Securities Agent State Law Examination
  1986-12-06