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Daniel F. Lungu

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CRD#: 6282198
DL

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 Furmanov Lungu, who also goes by Daniel Furmanov-lungu, Daniel Lungu, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2014. Daniel had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Furmanov-Lungu | Daniel Lungu

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.
NAME: DANIEL LUNGU INV REL: Y ADD:RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH POSITION: SALES START DATE: 2/10/14 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 (2) NAME: WATERWAY USA INV REL: N ADD: 3770 E WILLOW ST LONG BEACH CA 90815 NATURE: TEACH LITTLE KIDS TO SWIM POSITION: OWNER START DATE: 1/1/13 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0

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

January 14, 2021 - September 18, 2022

LUNGU CAPITAL GROUP

RIA
CRD#: 311881
VALLEY VILLAGE, CA
Past

March 18, 2019 - January 7, 2021

CSLA FINANCIAL INC

RIA
CRD#: 283082
Valley Village, CA
Past

August 8, 2018 - March 14, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOS ANGELES, CA
Past

August 2, 2018 - March 14, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA
Past

July 5, 2016 - July 24, 2018

FIRST HEARTLAND CONSULTANTS, INC.

RIA
CRD#: 110377
VALLEY VILLAGE, CA
Past

July 1, 2016 - July 24, 2018

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
VALLEY VILLAGE, CA
Past

April 1, 2016 - June 30, 2016

PORTSMOUTH FINANCIAL SERVICES

RIA
CRD#: 13980
huntington Beach, CA
Past

March 31, 2016 - June 30, 2016

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
huntington Beach, CA
Past

December 22, 2015 - April 7, 2016

TRILOGY CAPITAL, INC.

RIA
CRD#: 281597
Irvine, CA
Past

January 13, 2014 - April 4, 2016

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
IRVINE, CA

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: 4/10/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LC
LUNGU CAPITAL GROUP
DANIEL FURMANOV LUNGU | LUNGU, DANIEL, FURMANOV | LUNGU CAPITAL GROUP | LUNGU CAPITAL

CRD#: 311881 / SEC#:

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Contact information


Main Address
Valley Village, CA
Mailing Address
Phone number
(562) 544-8833
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


LUNGU CAPITAL GROUP

CRD#: 311881

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