AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DD

Daniel F. Davis

Some features on this profile are disabled
CRD#: 5322349
DD

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.

Daniel F Davis was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2007. Daniel had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 57 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
IRALOGIX is a software company. Dan Davis's position is a Business Analyst which is not investment related. The nature of the business is software development. The start date was July 2021 and he works 40 hours per week at this position. Duties involve reviewing development goals and writing reports on overall progress. The address is Nova Tower One, 1 Allegheny Square, Suite 403, Pittsburgh, PA 15212

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 11, 2022 - December 31, 2024

IRON CONDOR CAPITAL

RIA
CRD#: 318715
PITTSBURGH, PA
Past

May 6, 2020 - August 17, 2020

SUCCESS WEALTH MANAGEMENT LLC

RIA
CRD#: 299094
PITTSBURGH, PA
Past

August 6, 2016 - March 9, 2018

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

November 7, 2008 - November 20, 2009

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MONROEVILLE, PA
Past

April 25, 2007 - December 21, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PITTSBURGH, PA

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: 2/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 8/6/2016
Securities Trader Exam
General Industry/Product Exam

Current Firm


IC
IRON CONDOR CAPITAL
IRON CONDOR CAPITAL

CRD#: 318715 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3550 Valley Drive, Pittsburgh, PA 15234
Mailing Address
Phone number
(914) 450-7026
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information


IRON CONDOR CAPITAL

CRD#: 318715

TRUST BUT VERIFY

Monitor Daniel Davis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics