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DANIEL MCCURDY
Daniel Evan McCurdy
CRD#: 6361133
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Investment Adviser
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Previous Broker
MCCURDY FINANCIAL SOLUTIONSCRD#: 328206 6518 LONETREE BLVD
SUITE 176
ROCKLIN, CA 95765
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2016 - 2016 (<1 year)2 FIRMS2014 - 2016 (1 year)IAMCCURDY FINANCIAL SOLUTIONS (CRD# 328206)2023 - Present (1 year)BLPL FINANCIAL LLC (CRD# 6413)2016 - 2024 (8 years)IAMARINER INDEPENDENT (CRD# 283824)2017 - 2024 (6 years)IALPL FINANCIAL LLC (CRD# 6413)2018 - 2020 (2 years)IALPL FINANCIAL LLC (CRD# 6413)2016 - 2018 (1 year)
License(s)

State Registrations

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California 11/14/2023

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Texas 8/5/2024

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Nevada 1/23/2024

Current Registration(s)
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MCCURDY FINANCIAL SOLUTIONS (CRD#:328206)
6518 LONETREE BLVD SUITE 176, ROCKLIN, CA 95765
Registered with this firm since 11/14/2023

Previous Registration(s)
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10/25/2017 - 04/03/2024 MARINER INDEPENDENT (CRD#:283824) Rocklin, CA
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04/28/2016 - 04/03/2024 LPL FINANCIAL LLC (CRD#:6413) ROCKLIN, CA
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05/02/2018 - 10/06/2020 LPL FINANCIAL LLC (CRD#:6413) ROCKLIN, CA
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09/19/2016 - 01/30/2018 LPL FINANCIAL LLC (CRD#:6413) ROCKLIN, CA
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06/22/2016 - 09/20/2016 WESTERN WEALTH MANAGEMENT LLC (CRD#:283545) GOLDEN, CO
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04/29/2016 - 06/22/2016 WESTERN WEALTH MANAGEMENT LLC (CRD#:167344) Roseville, CA
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11/03/2014 - 04/29/2016 EDWARD JONES (CRD#:250) LOOMIS, CA
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08/12/2014 - 04/29/2016 EDWARD JONES (CRD#:250) LOOMIS, CA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.