Daniel Bochnia Stapff
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Velaris Wealth ManagementApr 2026 to now
- Isf Global Capital Inc. d/b/a Velaris Wealth ManagementMar 2026 to now
- Be You & Beyond Inc.Aug 2020 to now
- Brasil Plural Investment Advisor LLCJan 2024 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Jul 2020
- XP Securities LLCAug 2017 to Oct 2017
- Lifetime InvestimentosJan 2017 to Jul 2017
- Pga Tour IncJun 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Velaris Wealth Management
Legal name: Isf Global Capital Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6844857
- 340592