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PD

Peter J. Daniels

DIGITAL OFFERING LLC
Laguna Beach, CA 92651
Some features on this profile are disabled
CRD#: 7696850
PD

Professional summary

Peter James Daniels, who also goes by Pj Daniels, is a registered financial professional currently at DIGITAL OFFERING LLC located in Laguna Beach, California.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2026. Peter has worked at 1 firm and has passed the Series 82TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pj Daniels

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 Peter James Daniels'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

February 10, 2026 - Present

DIGITAL OFFERING LLC

Office #1: 1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
BD
CRD#: 166401
Laguna Beach, 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

General Industry/Product Exam
RR
Series 82TO
Date: 2/10/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 9/8/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DO
DIGITAL OFFERING LLC
DIGITAL OFFERING LLC | DIGITAL OFFERING, INC.

CRD#: 166401 / SEC#: , 8-69206

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

Main Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
Mailing Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
Phone number
(949) 300-2240
Established
Delaware since 07/13/2012
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

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAMBRIA ASSET MANAGEMENT, LLCOWNER 90%
MCBEAN, WILLIAM GORDONCHAIRMAN, CEO, CFO1901190
PHILBRICK, SHANE ROBERTCCO4584693
CRUTTENDEN, CHRISTOPHER LOUECHIEF TECHNOLOGY OFFICER
VIGLIAROLO, JOSEPH CHARLESFINOP4880434

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

DIGITAL OFFERING LLC

CRD#: 166401Laguna Beach, CA 92651

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