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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

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2018
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