Daniel Warren Dipeso

Employer firm

Elite Income Advisors, Inc. CRD 285429

$213M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2024-04-26

Designations

• Certified Financial Planner