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Daniel Perach

VALTUS CAPITAL GROUP
Las Vegas, NV 89169
Some features on this profile are disabled
CRD#: 6756278
DP

Professional summary

Daniel Perach is a registered financial professional currently at VALTUS CAPITAL GROUP, LLC located in Las Vegas, Nevada.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 1 firm and has passed the Series 63, SIE and Series 79 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 Perach'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

September 7, 2017 - Present

VALTUS CAPITAL GROUP, LLC

Office #1: 3993 Howard Hughes Pkwy Suite 140, Las Vegas, NV 89169
BD
CRD#: 145841
Las Vegas, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Nevada
(5/18/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 5/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/7/2017
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VC
VALTUS CAPITAL GROUP, LLC
SIERRA REPUBLIC FINANCE, LLC. | VALTUS CAPITAL GROUP, LLC | SINGAL CAPITAL PARTNERS, LLC

CRD#: 145841 / SEC#: , 8-67754

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

Main Address
3993 Howard Hughes Pkwy Suite 140, Las Vegas, NV 89169
Mailing Address
3452 E. Foothill Blvd Suite 800, Pasadena, CA 91107
Phone number
(702) 216-2600
Established
Nevada since 10/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SINGAL, VINEY KUMARPRESIDENT / MANAGING MEMBER3198279
THORNTON, STEVEN LEEFINOP / CFO / PRINCIPAL/AML-CO / CCO4496384

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

VALTUS CAPITAL GROUP, LLC

CRD#: 145841Las Vegas, NV 89169

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