Daniel J. O'rourke

WELLSPRING WEALTH MANAGEMENT LLC

Hilton Head, SC 29926

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CRD#: 4768908

Professional summary

Daniel James O'rourke, CFP®, who also goes by Dan O'rourke, is a registered financial advisor currently at WELLSPRING WEALTH MANAGEMENT LLC located in Hilton Head, South Carolina and STRATHMORE CAPITAL ADVISORS located in Pooler, Georgia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Small Business Planning

Retirement Income Management

Education Planning

Investment Planning

Retirement Planning

Business Succession Planning

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Tax Planning

Employee and Employer Plan Ben...

Budgeting

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Dan O'rourke

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James O'rourke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

March 16, 2022 - Present

WELLSPRING WEALTH MANAGEMENT LLC

Office #1: 1000 Main Street Suite 200a, Hilton Head, SC 29926Office #2: 11720 Amber Park Drive Suite 160, Alpharetta, GA 30009

RIA

CRD#: 134834

Hilton Head, SC

Current

March 6, 2026 - Present

STRATHMORE CAPITAL ADVISORS

Office #1: 1145 Us Hwy 80 Suite F, Pooler, GA 31322

RIA

CRD#: 135008

Pooler, GA

Past

April 27, 2022 - February 27, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

HILTON HEAD, SC

Past

April 6, 2022 - February 27, 2026

LPL FINANCIAL LLC

CRD#: 6413

HILTON HEAD, SC

Past

July 15, 2004 - March 21, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/16/2022)

IAR

South Carolina
(6/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 Terminated)

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Contact information

Main Address

2825 South Blvd. Suite 350, Charlotte, NC 28209

Mailing Address

Phone number

(704) 364-4241

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATHMORE CAPITAL ADVISORS FORM ADV PART 2A (3/4/2026)

Regulatory assets under management

Total Number of Accounts	1,594
AUM (Assets Under Management)	$ 805,034,607

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Daniel J. O'rourke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James O'rourke's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATHMORE CAPITAL ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

STRATHMORE CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2006

Series 6

Date: 7/14/2004

Current Firm

STRATHMORE CAPITAL ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATHMORE CAPITAL ADVISORS

TRUST BUT VERIFY

Contact information

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