Daniel Ippolito

Chief Compliance Officer, Financial Advisor



5560 Tennyson Parkway Suite 260
Plano, TX 75024
p: (972) 383-5300
Email Me


  • University of Texas at Dallas, BS in Business Administration
  • University of Texas at Dallas, MBA
  • Texas A&M University School of Law, J.D.
  • FINRA Series 65 examination qualified
  • Life and Health Insurance Licensed

Daniel joined the Cabana team in early 2017 as an attorney and financial advisor. He is passionate about achieving great results for his clients, and regularly represents them in business and estate planning matters. His expertise lies in business formation and transactions, real estate transactions, private issuances of securities, mergers and acquisitions, federal and state securities law, FINRA regulatory matters, governance issues and contract negotiations. He especially enjoys representing and assisting startups with strategic issues in addition to providing legal advice.

Daniel graduated from the Texas A&M University School of Law (formerly Texas Wesleyan University School of Law), where he served as an officer of the Board of Advocates, was on the Dean’s honor roll, and was awarded numerous advocacy awards, including being part of the ABA National Negotiation championship team in 2011.

Prior to law school, Daniel received an MBA and BSBA from the Naveen Jindal School of Management at the University of Texas at Dallas, where he served as Vice President of the MBA Society. Daniel has previously served in leadership positions for various registered broker dealers and members of the Financial Industry Regulatory Authority (“FINRA”), including a role as the Vice President of Compliance for Realty Capital Partners, a real estate private equity firm with over $350 million of invested capital. Daniel also spent several years as an examiner for FINRA. While at FINRA, he was awarded with the Outstanding Achievement Award, one of FINRA’s highest honors, for his dedication to and furtherance of FINRA’s stated objectives of protecting investors and ensuring market integrity.

Daniel is a member of the State Bar of Texas (Real Estate, Probate, and Trusts and Business Law Sections), the Dallas Bar Association, and the Dallas Association of Young Lawyers.