Duane John Daniels

Current Employers

Employment History

• 07/2000 → 08/2026
  Stifel Independent Advisors, Llc
  O'FAllon, IL
• 08/2026 → Present
  Equitable Advisors, Llc
  O'FAllon, IL

Previous Registrations

• 2006-03-24 → 2026-08-20
  Stifel Independent Advisors, Llc
  O'FAllon, IL
  O'FAllon, IL
  St. Louis, MO
  Fort Meyers, FL
  St. Louis, MO
  Fort Myers, FL
• 2000-10-30 → 2007-11-08
  Community Financial Advisors
  O'FAllon, IL

Other Businesses

1. COMMUNITY FINANCIAL MANAGEMENT, LLC; PARTNER; INVESTMENT ADVISORY, TAX, AND INSURANCE; 800 S Lincoln St O'Fallon IL 62269; tax preparation; CPA, ChFC, CFP; tax preparation; 01/01/2001; 20 hrs/year; during securities trading hours; investment-related. 2. Community Financial Advisors, Inc; 800 S Lincoln Ave. O'Fallon IL 62269; Commissions earned from Stifel Independent Advisors are recorded through this entity for tax purposes; Vice President; Investment advisory; 08/08/2000; 8 hrs/day; during securities trading hours; investment-related. 3. Community Financial Advisors, Inc. 401(k) Plan; 800 S Lincoln Ave. O'Fallon IL 62269; 401(k) Plan; Trustee; Liaison with Plan Administrator; 01/01/2018; 0.00 Hour(s) Per Day; during securities trading hours; Investment-Related 4. Community Financial Management, LLC; 800 S Lincoln Ave O'Fallon IL 62269; Financial Services other than brokerage; Partner; Tax and insurance associate; 01/01/2011; 20 hrs/year; During securities trading hours; Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-02
• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Designations

Other Names

• Duane J Daniels