Daniel Lee Lindblad

Current Employers

Employment History

• 08/1987 → Present
  New York Life Ins Co.
  Phoenix, AZ
• 09/1993 → Present
  Nylife Securities Inc.
  Phoenix, AZ
• 11/2004 → Present
  Lindblad Financial Group
  Sun City, AZ
• 08/2015 → Present
  Lindblad Commercial
  Sun City, AZ
• 10/2017 → Present
  Mahoney Financial Organization, Llc
  Sun City, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA LINDBLAD FINANCIAL GROUP; INVESTMENT RELATED; START DATE 12/2001] [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; DBA LINDBLAD COMMERCIAL; INVESTMENT RELATED; START DATE 11/2004] [Jesus Church; Council Member (Board Member); W Greenway Road Phoenix, AZ ; Start Date 06/2013; Role/Title: Board Member; Not Investment Related; 2.5 hours per month; 0 hours per month during securities trading hours; Counsel for Pastoral Staff and review of the budget] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SUN CITY , AZ; START DATE: 10/2017] [Cryptocurrency Investment; I would like to purchase cryptocurrency through an account I want to set up through Coinbase. Opening a Coinbase Account; 18823 N. 68th Ave. Glendale, AZ 85308; Start Date 05/2021; Role/Title: Investing; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; passive investor][Forex Trading ; BUYING AND SELLIND CURRENCY ON A REPUTABLE EXCHANGE; UNKNOWN-ALL DONE BY WEBSITE ACCESS; Start Date 12/2024; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; buy sell currencies]

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-25
• S63 Uniform Securities Agent State Law Examination
  1993-10-20

Other Names

• Dan Lindblad