Daniel Wilson

ATCAP PARTNERS

Riverview, FL

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CRD#: 6763074

Professional summary

Daniel Wilson is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Riverview, Florida and CEROS FINANCIAL SERVICES, INC. located in Rockville, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

504649 - DAK Shipping LLC; Investment related Yes; Riverview, Florida; Automotive/Transportation; Partner (proprietor, partner, officer, director, employee, trustee, agent); March, 2021; During business hours: 0; After business hours: 10; Accounting/Bookkeeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Wilson's CRS (Customer Relationship Summary).

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

January 20, 2023 - Present

ATCAP PARTNERS, LLC

RIA

CRD#: 158214

Riverview, FL

Current

January 19, 2023 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 1445 Research Boulevard Suite 530, Rockville, MD 20850

CRD#: 149777

Tampa, 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".

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 Approved)

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.

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

Florida
(1/19/2023)

IAR

Florida
(3/14/2023)

Georgia
(1/19/2023)

Maryland
(1/19/2023)

IAR

Maryland
(1/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/10/2020

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 Approved)

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Contact information

Main Address

1445 Research Boulevard #530, Rockville, MD 20850

Mailing Address

Phone number

(866) 842-3356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATCAP PARTNERS- JULY 2022 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 62,948,000

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.

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Daniel Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

ATCAP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2017

Series 24

Date: 8/10/2020

FINRA

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATCAP PARTNERS, LLC

TRUST BUT VERIFY

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