Daniel P. Souza
Professional summary
Daniel Portz Souza, who also goes by Dan Portz Souza, Dan Souza, is a registered financial professional currently at BLUE OWL SECURITIES located in Short Hills, New Jersey.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2011. Daniel has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Portz Souza's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2024 - Present
BLUE OWL SECURITIES
Office #1: 51 John F. Kennedy Parkway, Short Hills, NJ 07078May 17, 2022 - June 4, 2024
TRIPLETREE, LLC
November 25, 2020 - June 4, 2024
KIPPSDESANTO & COMPANY
April 3, 2018 - June 4, 2024
CAPITAL ONE SECURITIES, INC.
July 6, 2017 - February 15, 2018
J.P. MORGAN SECURITIES LLC
July 3, 2017 - February 15, 2018
J.P. MORGAN SECURITIES LLC
October 13, 2016 - March 23, 2017
FORESTERS ADVISORY SERVICES, LLC
December 26, 2013 - March 13, 2017
FORESTERS FINANCIAL SERVICES, INC.
October 24, 2011 - November 19, 2013
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/12/2024)
Exams
FINRA
Current Firm
BLUE OWL SECURITIES
CRD#: 283250 / SEC#: , 8-69744
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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