Investment adviser representative · Pde Wealth Advisors, LLC
Daniel G. Flores
CRD 6154907 · Rancho Cucamonga, CA
At a glance
Daniel G. Flores is an investment adviser representative with Pde Wealth Advisors, LLC in Rancho Cucamonga, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Pde Wealth Advisors, LLCSince January 2018Rancho Cucamonga, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.