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DS

Daniel W. Sfiligoj

INSPEREX LLC
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 5900793
DS

Professional summary


Daniel William Sfiligoj is a registered financial professional currently at INSPEREX LLC located in Chicago, Illinois and INCAPITAL DISTRIBUTORS LLC located in Chicago, Illinois.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 2 firms and has passed the Series 99TO, SIE and Series 27 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) - BD


Click below to view Daniel William Sfiligoj'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®
None

Experience


Current

May 22, 2017 - Present

INSPEREX LLC

Office #1: 233 South Wacker Drive Suite 4400, Chicago, IL 60606
BD
CRD#: 101420
CHICAGO, IL
Current

April 29, 2022 - Present

INCAPITAL DISTRIBUTORS LLC

Office #1: 233 South Wacker Drive Suite 4400, Chicago, IL 60606
BD
CRD#: 156622
CHICAGO, IL

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ID
INCAPITAL DISTRIBUTORS LLC
INCAPITAL | INSPEREX | INCAPITAL INSURANCE SERVICES, LLC | INCAPITAL DISTRIBUTORS LLC

CRD#: 156622 / SEC#: , 8-68814

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


Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 08/06/2010
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


Direct owners and executive officers


NamePositionCRD#
INSPEREX HOLDINGS, LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INCAPITAL DISTRIBUTORS LLC

CRD#: 156622Chicago, IL 60606

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