Daniel J. Mackle

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CRD#: 2239531

Professional summary

Daniel Joseph Mackle SR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Daniel had worked at 10 firms, which includes PROVIDENT ADVISORS LLC, PALADIN WEALTH MANAGEMENT INC., MD GLOBAL PARTNERS LLC, GARDEN STATE SECURITIES INC., J.P. TURNER & COMPANY L.L.C., BARRON CHASE SECURITIES INC., MORGAN GRANT CAPITAL CORP., INVESTORS ASSOCIATES INC., M.S. FARRELL & COMPANY INC., SANDS BROTHERS & CO. LTD..

Question & Answer

Are you a "fiduciary"?

Aliases

Daniel Joseph Mackle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CEO SILVER EDGE FINANCIAL 401 HACKENSACK NJ,30 HRS/WK. ALTERNATIVE INVESTMENTS. Silver Edge Financial LLC, the manager of two Pre IPO funds, Silver Edge Pre IPO Fund LLC and Silver Edge Venture Fund LLC Radius Private Equity LLC; 2 Forest Ave Oradell, NJ 07649; Manager from 6/2021 to present Radius Private Equity Management LLC; 2 Forest Ave Oradell, NJ 07649; Manager from 6/2021 to present Pendulum Capital Markets Inc; 401 Hackensack Ave Hackensack, NJ 0760; Owner 11/2000 to present

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 25, 2022 - May 19, 2022

PROVIDENT ADVISORS LLC

RIA

CRD#: 316657

ORADELL, NJ

Past

December 10, 2019 - November 30, 2020

PALADIN WEALTH MANAGEMENT INC.

RIA

CRD#: 151752

HACKENSACK, NJ

Past

June 11, 2019 - July 20, 2020

MD GLOBAL PARTNERS, LLC

CRD#: 140988

Hackensack, NJ

Past

January 5, 2013 - January 29, 2018

PALADIN WEALTH MANAGEMENT INC.

RIA

CRD#: 151752

HACKENSACK, NJ

Past

August 26, 2008 - March 6, 2019

GARDEN STATE SECURITIES, INC.

CRD#: 10083

HACKENSACK, NJ

Past

November 10, 2000 - September 9, 2008

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

POMONA, NY

Past

January 1, 1998 - November 21, 2000

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

Past

July 2, 1997 - December 18, 1997

MORGAN GRANT CAPITAL CORP.

CRD#: 28595

GARDEN CITY, NY

Past

June 19, 1995 - July 18, 1997

INVESTORS ASSOCIATES, INC.

CRD#: 958

HACKENSACK, NJ

Past

May 14, 1993 - July 13, 1995

M.S. FARRELL & COMPANY, INC.

CRD#: 24232

SYOSSET, NY

Past

June 19, 1992 - May 19, 1993

SANDS BROTHERS & CO., LTD.

CRD#: 26816

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 4/2/2009

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/2/2000

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/14/1997

General Securities Principal Examination

Current Firm

PROVIDENT ADVISORS LLC

CRD#: 316657 / SEC#:

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Contact information

Main Address

2 Forest Ave, Oradell, NJ 07649

Mailing Address

Phone number

(201) 584-6708

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel J. Mackle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PALADIN WEALTH MANAGEMENT INC.

MD GLOBAL PARTNERS, LLC

PALADIN WEALTH MANAGEMENT INC.

GARDEN STATE SECURITIES, INC.

J.P. TURNER & COMPANY, L.L.C.

BARRON CHASE SECURITIES, INC.

MORGAN GRANT CAPITAL CORP.

INVESTORS ASSOCIATES, INC.

M.S. FARRELL & COMPANY, INC.

SANDS BROTHERS & CO., LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2012

Series 63

Date: 7/23/1992

SIE

Date: 10/1/2018

Series 55

Date: 4/2/2009

Series 7

Date: 6/17/1992

Series 4

Date: 3/2/2000

Series 24

Date: 4/14/1997

Current Firm

PROVIDENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

PROVIDENT ADVISORS LLC

TRUST BUT VERIFY

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