Daniel James Fratantoro

Current Employers

Employment History

• 04/2016 → 01/2018
  Mutual Of Omaha
  Bethlehem, PA
• 03/2017 → 01/2018
  Mutual Of Omaha Investor Services
  Bethlehem, PA
• 04/2014 → 12/2016
  Strengthsbase, Inc.
  Easton, PA
• 01/2018 → 11/2022
  American Portfolios Financial Services, Inc.
  Whitehall, PA
• 01/2018 → Present
  Kmj Financial Group, Llc
  Whitehall, PA
• 11/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2018-01-29 → 2022-11-15
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-04-07 → 2018-01-30
  Mutual Of Omaha Investor Services, Inc.
  Bethlehem, PA
  Blue Bell, PA

Other Businesses

1. Fixed insurance sales; as of 09/08/2022; 5% of time spent during business hours; Conducted at branch location; Investment related 2. Co-owner, Pinnacle Tax Associates, LLC, private entity created to facilitate tax business; Approximately 1% time spent during business hours; As of 10/2019; Conducted from branch location; Not investment related. 3. Tax preparation services, Pinnacle Tax Associates, LLC, Approximately 50% time spent during business hours; As of 10/2019; Conducted from branch location; Not investment related. 4. Accounting & bookkeeping services as Daniel J. Fratantoro, CPA, sole proprietorship; Located in Easton, PA; as of 11/11/2024; 10% of time spent during business hours; Not conducted at branch; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-03
• S65 Uniform Investment Adviser Law Examination
  2017-04-07

Designations

Other Names

• Dan Fratantoro