ROBERTS, DANIEL, ANTHONY

C28

IAR CRD 2208120·Industry start 1998-02-23

Identity

Legal name

ROBERTS, DANIEL, ANTHONY

CRD

2208120

NPN

—

Career

Previous employments

FAVORPOINT CAPITAL2025-12-04

LINDEN THOMAS AND COMPANY SECURITIES, LLC2019-02-27

Current branches

ROBERTS & RYAN, INC.

SECURITIZE MARKETS, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

1998-02-23

Est. age

50

Age confidence

—

Est. birth year

1976

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

Yes

Firm affiliations

3

FISCAL WISDOM WEALTH MANAGEMENT LLC

IAR · Executive Officer · 2.5% ownership

KDK PRIVATE WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

CHILDRESS CAPITAL ADVISORS, LLC

Executive Officer · 2.5% ownership