Daniel Thomas Dougherty

Current Employers

Employment History

• 02/1994 → 12/2023
  Group Benefits Plus , Inc..
  Brookhaven, PA
• 02/2014 → Present
  Horter Investment Management, Llc
  Cincinnati, OH
• 04/2014 → Present
  Absolute Wealth Management, Llc
  Springfield, PA
• 11/2018 → Present
  Fusematic Corporation
  Palm Bay, FL
• 12/2018 → 04/2024
  Legalshield
  Aida, OK
• 12/2017 → Present
  Prestige Strategies, Llc
  Chalfont, PA

Previous Registrations

• 2007-06-27 → 2009-12-31
  Cadaret, Grant & Co., Inc.
  Bethlehem, PA
  Springfield, PA

Other Businesses

Name of Business: Absolute Wealth Management, LLC Investment Related:Yes Address:1489 Baltimore Pike, Suite #213, Springfield PA 19064 Business Nature:Financial Planning My Position:Managing Partner Start Date: 04/2014 Hours Devoted:I devote approximately 50% of my business efforts per month focused on investment planning and the other 50% on insurance solutions. Hours devoted to other business during security trading hours: There is a 50/50 split between investment and insurance planning. Duties: My full time focus is spent developing an advisory practice offering insurance and money management services. One compliments the other. The Name of the other business: Fusematic Corporation Investment Related?: No Address of other business: 1605 Sawgrass Dr. SW, Palm Bay FL 32908 Nature of other business: A start up in the pre-revenue phase. Looking to manufacture a friction bonding tool Your position: Advisory Board Member Start Date: 11/1/2018 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 2 Briefly describe your duties: Advisory position on sales and marketing ideas The Name of the other business: Prestige Strategies, LLC Investment Related?: Yes Address of other business: 13 Langhorne Road, Chalfont, PA 18914 Nature of other business: Offering Premium Financed Life Insurance Your position: Managing Partner Start Date: 12/1/2017 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: Solicit individuals for premium finance Life Insurance coverage

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Designations

Other Names

• Daniel Dougherty