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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Passport Wealth Management, LLC 1 year, 4 months Jun 2018 - Present
Davidson Capital 2 years, 4 months Feb 2016 - Jun 2018
Cairn Strategic LLC 2 months Nov 2015 - Jan 2016
Tobias Financial Advisors, Inc. 4 years, 7 months Mar 2011 - Oct 2015
JDT SAIBOT LLC/iShouldLogOff.com 2 years Feb 2009 - Feb 2011
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Daniel Joshua Tobias?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 8, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Passport Wealth Management

Last updated on June 7, 2019
    • $15.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 83
      Accounts
    • $187.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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