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DV

Danielle M. Vales

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CRD#: 5064297
DV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Danielle Marie Vales, who also goes by Danielle M Vales, was a registered financial professional .

Danielle is a previously registered financial professional and started their career in finance in 2009. Danielle had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Danielle M Vales

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)


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

June 6, 2025 - September 5, 2025

PROMETHEUM EMBER CAPITAL

BD
CRD#: 312784
NEW YORK, NY
Past

March 28, 2025 - April 11, 2025

PROMETHEUM EMBER CAPITAL

BD
CRD#: 312784
NEW YORK, NY
Past

March 28, 2025 - September 5, 2025

PROMETHEUM ATS

BD
CRD#: 311636
NEW YORK, NY
Past

July 17, 2015 - November 17, 2023

SMEAD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 173734
NEW YORK, NY
Past

June 3, 2011 - January 14, 2015

FIRST DOMINION CAPITAL CORP.

BD
CRD#: 16330
RICHMOND, VA
Past

March 17, 2009 - April 1, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
RR
Series 63
Date: 7/25/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PE
PROMETHEUM EMBER CAPITAL
PROMETHEUM CAPITAL | PROMETHEUM EMBER CAPITAL, LLC | PROMETHEUM EMBER CAPITAL | PROMETHEUM CAPITAL LLC

CRD#: 312784 / SEC#: , 8-70739

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
120 Wall Street 25th Floor, New York, NY 10005
Mailing Address
120 Wall Street 25th Floor, New York, NY 10005
Phone number
(212) 333-3315
Established
Delaware since 01/13/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PROMETHEUM INC.PARENT
BECKERMAN, JARREDFINOP6683745
FANELLI, ROSEMARIECHIEF OPERATING OFFICER7463196
KAPLAN, BENJAMIN SETHCEO6993516
KITCHIN, KENNETH JOHNCHIEF COMPLIANCE OFFICER/AMLCO6748676

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.

Company Information


PROMETHEUM EMBER CAPITAL

CRD#: 312784

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