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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

DANIEL VAZQUEZ

Advisor at MISSIONSQUARE WEALTH MANAGEMENT

Coral Springs, FL | Havertown, PA

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Search this name across graphsid dfx:ria:c7faf802-9fbe-4592-53ad-940f1c3f72c4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 2, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSIONSQUARE WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 1, 2016
First registration: Sep 2, 2016
Dual registered: yes, broker-dealer
IAPD individual key: 6609733

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSIONSQUARE WEALTH MANAGEMENT	No RAUM reported	Mar 2, 2026	n/a	yes	Havertown, PA\|Coral Springs, FL	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Jul 25, 2023	Mar 16, 2026	no	WASHINGTON, DC\|Fort Lauderdale, FL\|Coral Springs, FL	Previous registration
CONFIDENCE WEALTH MANAGEMENT, INC.	Independent wealth	Apr 13, 2022	Jun 7, 2022	no	LOS ANGELES, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 2, 2016	Mar 24, 2022	no	Phoenix, AZ\|Castro Valley, CA\|Pleasanton, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MISSIONSQUARE RETIREMENT	MISSIONSQUARE WEALTH MANAGEMENT	Mar 16, 2026	Mar 2, 2026	-14	Bulk transfer	Ibd to new firm
CONFIDENCE WEALTH MANAGEMENT, INC.	MISSIONSQUARE RETIREMENT	Jun 7, 2022	Jul 25, 2023	413	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	CONFIDENCE WEALTH MANAGEMENT, INC.	Mar 24, 2022	Apr 13, 2022	20	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ MISSIONSQUARE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Jul 25, 2023 to Mar 16, 2026factForm ADV
→ CONFIDENCE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 13, 2022 to Jun 7, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 2, 2016 to Mar 24, 2022factForm ADV

Dated events

Occurred
Jun 7, 2022
Advisor changed firm
Daniel Vazquez left Confidence Wealth Management, Inc. for Missionsquare Retirement (registered 2023-07-25)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2022
Advisor changed firm
Daniel Vazquez left Charles Schwab & Co., Inc. for Confidence Wealth Management, Inc. (registered 2022-04-13)
Form ADVobserved 5 days ago