Daniel Joshua Tobias
Managing Member And Chief Compliance OfficerPassport Wealth Management LLCCRD 6365351
About Daniel Joshua Tobias
Daniel Joshua Tobias is listed as Managing Member And Chief Compliance Officer at Passport Wealth Management LLC in Cornelius, NC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Passport Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Joshua Tobias work?
Daniel Joshua Tobias is listed as Managing Member And Chief Compliance Officer at Passport Wealth Management LLC on SEC Form ADV.
How much of Passport Wealth Management LLC does Daniel Joshua Tobias own?
Form ADV reports a beneficial ownership band of Over 75%.
Passport Wealth Management LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |