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Daniel J. Verbrick

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CRD#: 5706023
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.

Daniel Joseph Verbrick was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2009. Daniel had worked at 4 firms and has passed the Series 66 and Series 7 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.
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

August 6, 2013 - December 23, 2013

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
STATEN ISLAND, NY
Past

May 7, 2013 - August 28, 2013

NDX TRADING, INC.

BD
CRD#: 39940
NEW BRIGHTON, MN
Past

September 16, 2011 - December 31, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
EAU CLAIRE, WI
Past

August 29, 2011 - December 31, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
EAU CLAIRE, WI
Past

October 12, 2009 - March 2, 2011

EDWARD JONES

RIA
CRD#: 250
MENOMONIE, WI
Past

September 28, 2009 - March 2, 2011

EDWARD JONES

BD
CRD#: 250
MENOMONIE, WI

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
IAR
Series 66
Date: 10/9/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AC
ARIVE CAPITAL MARKETS
ARIVE CAPITAL MARKETS | REID AND ASSOCIATES, LLC | REID AND ASSOCIATES | REID & GILMOUR

CRD#: 8060 / SEC#: , 8-43350

BD
Terminated by SEC on 07/02/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIBERTY VIEW HOLDINGS LLCDIRECT OWNER
ARIVE HOLDINGS, LLCDIRECT OWNER
UNIFIED WEALTH MANAGEMENT LLCDIRECT OWNER
KRISPEAL, RAQUEL ECCO5733217
SULLIVAN, THOMAS FRANCISCFO/FINOP1145000

Disclosures


Regulatory Event3

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


ARIVE CAPITAL MARKETS

CRD#: 8060

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