DC
DC

Daniel Cuddy

27 Years of Experience
Las Vegas, NV
3 DisclosuresBrokerSells Insurance

Daniel Cuddy is a registered investment advisor, based in Las Vegas, NV, with 27 years of industry experience.

Location

10161 W Park Run Dr #150, Las Vegas, NV, 89145

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History

Regulatory History (3)
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Customer Dispute
October 2024
Denied
Customer Dispute
March 2008
Settled
Regulatory
December 2007
Final
Other Business ActivitiesSells Insurance

Daniel is an agent for 4D Advisors, an independent agent for various insurance agencies through Adamas Financial LLC, founder of Go 4th (a life coaching business), owner of Cuddy Wealth Management, president of Retirements Benefits Group (an insurance agency), board member of Westwood Estates HOA, and an advisory representative of a RIA through CIRA. Several of these activities are investment-related and one, Retirements Benefits Group, takes up a full-time commitment.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2022 - Present · 3 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
June 2002 - October 2022 · 20 yrs 4 mos
Securities America, INC.Broker
December 2000 - October 2022 · 21 yrs 10 mos
Locust Street Securities, INC.Broker
March 1999 - December 2000 · 1 yr 9 mos
State Registrations21 states
AKAZCACOFLIDILMOMSMTNMNVNYORPASCTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Cuddy - Financial Advisor | TrueAdvisor