Daniel Russell Bailey

Current Employers

Employment History

• 01/2007 → Present
  Ambassador Advisors, Llc
  Lancaster, PA
• 10/2011 → 10/2024
  American Portfolios Financial Services, Inc
  Holbrook, NY
• 12/2023 → Present
  Faithward Advisors Llc
  Lancaster, PA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Lancaster, PA

Previous Registrations

• 2002-07-31 → 2011-09-20
  Equitable Advisors, Llc
  Lancaster, PA
  Lancaster, PA

Other Businesses

1.) FIXED INSURANCE AGENT. SALES, SERVICES. NOT SECURITIES RELATED. 1-5 HOURS DEVOTED PER MONTH, 1-5 HOURS DURING MARKET HOURS. 2.) Faithward Advisors LLC- RIA. MANAGE CLIENT ACCOUNTS, HOLD CLIENT REVIEW APPOINTMENTS. SECURITIES RELATED. START DATE 12/2023. 160 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS. 3.) LANCASTER EVANGELICAL FREE CHURCH. POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 419 Pierson Rd, Lititz PA 17543 DESCRIPTION: Duties as assigned by the Board. This can include meeting with individuals for church membership and discussing church issues and plans. 4) DANIEL BAILEY - NOTARY PUBLIC POSITION: Agent NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/14/1990 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Notarize documents for clients. 5) LITITZ SPRINGS PARK POSITION: Board member NATURE: This is a local park that is managed by the churches of Lititz. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 24 N Broad St, Lititz PA 17543 DESCRIPTION: Attend monthly board meeting. Carry out duties assigned by the Board. 6) DANIEL R BAILEY - INSURANCE POSITION: Insurance agent NATURE: Fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1988 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Present fixed insurance solutions to clients and prospect forr sales and service. 7) FAITHWARD ADVISORS POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2024 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Service and develop new clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-25
• S63 Uniform Securities Agent State Law Examination
  1988-06-01