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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-03 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamline University | Saint Paul | MN | 09/2014 | 12/2018 |
| Unemployed / Knee Rehab | Saint Paul | MN | 05/2016 | 09/2016 |
| Hamline University | Saint Paul | MN | 06/2017 | 09/2017 |
| Unemployed / Shoulder Rehab | Saint Paul | MN | 05/2018 | 09/2018 |
| Mighty Earth | Minneapolis | MN | 01/2019 | 02/2019 |
| Vail Resorts / Afton Alps | Afton | MN | 02/2019 | 04/2019 |
| Unemployed / Foot Rehab | Saint Paul | MN | 05/2019 | 09/2019 |
| Unemployed / Covid | Nashville | IN | 09/2019 | 09/2021 |
| Chocolate Moose | Nashville | IN | 09/2021 | 04/2022 |
| Unemployed | Nashville | IN | 04/2022 | 09/2024 |
| Daniel Wealth Management | Sumter | SC | 09/2024 | Present |
| Osaic | Sumter | SC | 02/2025 | 08/2026 |
| Osaic Wealth, Inc | Sumter | SC | 08/2026 | Present |
DANIEL WEALTH MANAGEMENT POSITION: Planning Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025 ADDRESS: 234 Broad St, Sumter SC 29150, United States DESCRIPTION: I have an insurance license, but do not utilize it past needing an Insurance license to discuss insurance us cases in Financial Planning for Daniel Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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