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Daniel Warren Dipeso

Elite Income Advisors, Inc.

Ellicott City, MD

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Current Employers
Elite Income Advisors, Inc.

6011 University Boulevard Suite # 350, Ellicott City, MD 21043 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-25
  • MD RA
    APPROVED
    Since 2024-10-25

Branch Locations

6011 University Boulevard Suite # 350, Ellicott City, MD 21043 • 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
Capital Portfolio Management Inc. Timonium MD 05/2023 10/2023
Stanley Black And Decker Roanoke TX 03/2021 08/2022
Student Forest Hill MD 01/2014 03/2021
Student Forest Hill MD 08/2022 05/2023
Capital Portfolio Management Inc. Timonium MD 11/2023 09/2024
Elite Income Advisors, Inc. Ellicott City MD 09/2024 Present
  • 05/2023 → 10/2023
    Capital Portfolio Management Inc.
    Timonium, MD
  • 03/2021 → 08/2022
    Stanley Black And Decker
    Roanoke, TX
  • 01/2014 → 03/2021
    Student
    Forest Hill, MD
  • 08/2022 → 05/2023
    Student
    Forest Hill, MD
  • 11/2023 → 09/2024
    Capital Portfolio Management Inc.
    Timonium, MD
  • 09/2024 → Present
    Elite Income Advisors, Inc.
    Ellicott City, MD
Other Businesses

1. RETIREMENT PLANNING SERVICES, INC; INSURANCE SALES & SERVICE; INVESTMENT-RELATED; 50 PER MONTH SPENT ONTHIS ACTIVITY/ALL DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26
Designations

View on SEC IAPD

Other Firms

FOUNDERS FINANCIAL SECURITIES LLC
LEE FINANCIAL ASSOCIATES, INC.
OSAIC WEALTH, INC.
BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

MARK ANDREW TIMMICK
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD
LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD
OSAIC WEALTH, INC. · ELLICOTT CITY, MD
BLUEPRINT WEALTH MANAGEMENT INC. · ELLICOTT CITY, MD
KESTRA ADVISORY SERVICES, LLC · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · ELLICOTT CITY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Ellicott City, MD

More in Ellicott City, MD

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