DANIEL JOSHUA TOBIAS is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with PASSPORT WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PASSPORT WEALTH MANAGEMENT LLC | 2018-07-11 | present | Yes |
| DAVIDSON CAPITAL | 2016-02-29 | 2018-06-27 | — |
| TOBIAS FINANCIAL ADVISORS, INC. | 2014-07-21 | 2015-10-19 | — |