DR
Daniel L. Rey
GWN SECURITIES
Orlando, FL 32804
Some features on this profile are disabled
CRD#: 5880267
DR
Professional summary
Daniel Lentini Rey, who also goes by Daniel R Lopez, Daniel R. Lopez, is a registered financial advisor currently at GWN SECURITIES INC. located in Orlando, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Daniel has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel R Lopez | Daniel R. Lopez
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.
INSURANCE - LIFE, HEALTH, ANNUITIES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 15 START DATE: 05/19/2010 ADDRESS: 220 EAST CENTRAL PARKWAY , SUITE 1000, ALTAMONTE SPRINGS, FL 32701 DESCRIPTION: INSURANCE SALES AND SERVICE THE LONDYN GROUP POSITION: OWNER NATURE: I AM THE SOLE OWNER.THIS AN S CORP FOR TAX FILING PURPOSES. I WILL HAVE MY COMMISSIONS PAID TO THIS ACCOUNT. THERE WILL BE NO MARKETING OF ANY SORTS FOR THIS COMPANY AND THIS COMPANY WILL NOT BE ADVERTISED. INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 12/31/2014 ADDRESS: 155 CRANE ROOST BLVD #2040, ALTAMONTE SPRINGS FL 32701 DESCRIPTION: I AM THE SOLE OWNER.THIS AN S CORP FOR TAX FILING PURPOSES. VOYAGE RETIREMENT SOLUTIONS (SECURITIES DBA & TAX PREPARTION) POSITION: Owner NATURE: Securities DBA used in conjunction with Investment Sales & Tax Prepartion INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/25/2016 ADDRESS: 480 S Keller Rd, Orlando FL 32810 DESCRIPTION: A tax accountant will be handling all tax prepartion. My involvement will only occur if the accountant needs to refer the client to me for the purpose of setting up retirement accounts TSA CONNECT - FIXED INSURANCE MARKETING ORGANIZATION POSITION: co founder NATURE: fixed insurance marketing organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/04/2018 ADDRESS: 220 east central parkway suite 1000, altamonte springs FL 32701, United States DESCRIPTION: Relationship management - I'll be working connecting fixed agents to fixed insurance companies with the goal of collecting an override/spread TAX CORE POSITION: CEO NATURE: Tax planning, tax prep and accounting service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2019 ADDRESS: 220 east central parkway suite 1000, altamonte springs FL 32701, United States DESCRIPTION: Owner, CEO INGENUITY CORE (OR) ADVISOR INGENUITY POSITION: Co-Founder NATURE: Developing marketing strategies, campaigns and providing guidance for business owners, financial professionals, CPA's and attorney's. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/19/2020 ADDRESS: 220 East Central Parkway Suite 1000, Altamonte Springs FL 32701, United States DESCRIPTION: I will have input on the direction of the company. From time to time I may need to speak with one of the marketing clients on their overall marketing strategies. SUNICKS VENTURES - MARKETING POSITION: partner/investor NATURE: Marketing, lead generation and appointment setting programs. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2021 ADDRESS: 6017 Pine Ridge RD Ste 282, Naples FL 34119, United States DESCRIPTION: Investor and consultant. VOYAGE INSURANCE SOLUTIONS, Is Not Investment Related, Medicare and Supplemental Insurance DBA, Partner, 2022-03-01, 5 hours per month, 5 hours per month during trading hours, Commission Compensation, I will be a partner but the day to day operations will be handled by Joel Marquez. KIPLINGER MAGAZINE and other local magazines- Contributing Author, Is Not Investment Related,, Contributing Author, Contributing Author,2022-12-12,5 hours per month,0 hours per month during trading hours, No Compensation Compensation, I write articles pertaining to investment and retirement planning in the hopes of increasing the readers knowledge of practical planning concepts and strategies. I also aim to help readers develop a better relationship with their finances and goals. RAMSEY SOLUTIONS SMARTVESTOR PROGRAM Is Investment Related, Investment and Retirement Planning, Smartvestor Pro, 2023-09-12, 20 hours per month, 0 hours per month during trading hours, No Compensation Compensation, "Assist any referrals that come from the Ramsey Smartvestor Program, with retirement and investment planning help."
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lentini Rey's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Daniel Lentini Rey's 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®
NoneExperience
Current
October 19, 2020 - Present
GWN SECURITIES INC.
Office #1: 1020 Webster Ave., Orlando, FL 32804Office #2: 1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746RIA
BD
CRD#: 128929
Orlando, FL
Current
November 5, 2013 - Present
GWN SECURITIES INC.
Office #1: 1020 Webster Ave., Orlando, FL 32804Office #2: 1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746RIA
BD
CRD#: 128929
Orlando, FL
Past
March 22, 2011 - September 30, 2013
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
HEATHROW, FL
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".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/17/2025)
RR
Florida(11/5/2013)
IAR
Florida(10/19/2020)
RR
Georgia(5/28/2024)
RR
Massachusetts(3/14/2025)
RR
Michigan(1/30/2025)
RR
North Carolina(12/14/2022)
RR
South Carolina(4/16/2024)
RR
Tennessee(4/25/2024)
RR
Virginia(2/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
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
GWN SECURITIES INC.
CRD#: 128929Orlando, FL 32804TRUST BUT VERIFY
Monitor Daniel Rey
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
