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Inactive

Daniel Joseph

Fortis Wealth Management

Charlotte, NC

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Current Employers
Fortis Wealth Management

130 Calico Court, Boone, NC 28607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-15
CA RA APPROVED 2023-08-28
LA RA APPROVED 2023-08-28
NC RA APPROVED 2023-08-28
PA RA APPROVED 2023-08-28
TX RA APPROVED 2023-08-28
VA RA APPROVED 2023-08-28
WA RA APPROVED 2023-08-28
  • FL RA
    APPROVED
    Since 2023-09-15
  • CA RA
    APPROVED
    Since 2023-08-28
  • LA RA
    APPROVED
    Since 2023-08-28
  • NC RA
    APPROVED
    Since 2023-08-28
  • PA RA
    APPROVED
    Since 2023-08-28
  • TX RA
    APPROVED
    Since 2023-08-28
  • VA RA
    APPROVED
    Since 2023-08-28
  • WA RA
    APPROVED
    Since 2023-08-28

Branch Locations

Charlotte, NC • 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
Intergiry Express Logistics Charlotte NC 08/2023 11/2023
Unemployed Charlotte NC 04/2023 08/2023
Civic Financial Services Charlotte NC 08/2022 04/2023
Truist Charlotte NC 05/2022 08/2022
New Day Usa Silver Spring MD 07/2020 05/2022
Asgn, Inc (Apex Systems) Silver Spring MD 10/2019 07/2020
Enterprise Holdings, Llc Alexandria VA 05/2018 10/2019
Full Time Student - Ohio University Athens OH 08/2015 05/2018
Cv3 Financial Charlotte NC 11/2023 Present
  • 08/2023 → 11/2023
    Intergiry Express Logistics
    Charlotte, NC
  • 04/2023 → 08/2023
    Unemployed
    Charlotte, NC
  • 08/2022 → 04/2023
    Civic Financial Services
    Charlotte, NC
  • 05/2022 → 08/2022
    Truist
    Charlotte, NC
  • 07/2020 → 05/2022
    New Day Usa
    Silver Spring, MD
  • 10/2019 → 07/2020
    Asgn, Inc (Apex Systems)
    Silver Spring, MD
  • 05/2018 → 10/2019
    Enterprise Holdings, Llc
    Alexandria, VA
  • 08/2015 → 05/2018
    Full Time Student - Ohio University
    Athens, OH
  • 11/2023 → Present
    Cv3 Financial
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-19
  • S65 Uniform Investment Adviser Law Examination
    2023-08-19
Other Names
  • Daniel Jospeh

View on SEC IAPD

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