Daniel Pinto_lopes_da Trindade
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
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Blacktower Financial Management (US) LLCFeb 2026 to now
- Titan Wealth International (USA)Apr 2025 to now
- Titan Wealth Financial Consultation & Financial AnalysisJun 2024 to now
- Beacon Global Advisor Network, LLCFeb 2025 to Feb 2026
- Ahr Financial USANov 2023 to Apr 2025
- Globaleye Insurance Brokerage LLCApr 2022 to Oct 2023
- Mondial LLCNov 2019 to Mar 2022
- Integra Finance Ltd.May 2018 to Oct 2020
- Indigo Financial Analysis & Consultancy LLCDec 2017 to May 2018
- Girot Trading Co LLCApr 2014 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Blacktower Financial Management (US) LLC
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.
- 8042340
- 289142