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Current Employers
Pmg Wealth Management

60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-02
IL RA APPROVED 2017-02-10
  • TX RA
    APPROVED
    Since 2017-03-02
  • IL RA
    APPROVED
    Since 2017-02-10

Branch Locations

Cape Coral, FL • United States

60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Buffalo Grove IL 09/2009 Present
Pmg Wealth Management, Inc. Hawthorn Woods IL 11/2016 Present
  • 09/2009 → Present
    Lpl Financial Llc
    Buffalo Grove, IL
  • 11/2016 → Present
    Pmg Wealth Management, Inc.
    Hawthorn Woods, IL
Previous Registrations
  • 2009-02-04 → 2009-10-07
    Mutual Service Corporation
    Buffalo Grove, IL
    Appleton, WI
    Buffalo Grove, IL
  • 2001-06-13 → 2009-02-12
    Msi Financial Services, Inc.
    Arlington Heights, IL
    Arlington Heights, IL
Other Businesses

(1) 12/14/2009 - DAME FINANCIAL SERVICES - NON-VARIABLE INSURANCE DBA - DAME FINANCIAL SERVICES - I ACT AS THE BROKER FOR A VARIETY OF INSURANCE COMPANIES. NONE ARE VARIABLE PRODUCTS. - 15% OF TIME SPENT - BUFFALO GROVE, IL (2) 09/17/2013 - DBA ONLY - PMG WEALTH MANAGEMENT - 3% OF TIME SPENT - BUFFALO GROVE, IL

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-17
S63 Uniform Securities Agent State Law Examination 1985-04-26
  • S65 Uniform Investment Adviser Law Examination
    2001-01-17
  • S63 Uniform Securities Agent State Law Examination
    1985-04-26
Designations
Other Names
  • Daniel Robert Dame
  • Daniel Robert Dame

View on SEC IAPD

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