Daniel Joseph Oconnell

Current Employers

Employment History

• 01/2016 → Present
  Principal Life Insurance Company
  Addison, TX
• 08/2016 → Present
  Next Level Insurance Llc
  Addison, TX
• 03/2016 → Present
  Principal Securities
  Addison, TX

Previous Registrations

• 2015-01-02 → 2015-12-31
  Msi Financial Services, Inc.
  Dallas, TX
• 2009-12-15 → 2015-01-02
  New England Securities
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2008-05-27 → 2009-12-31
  On Investment Management Co
  Dallas, TX
  Cincinnati, OH
• 2006-06-20 → 2006-07-12
  Td Ameritrade, Inc.
  Fort Worth, TX
• 2006-06-20 → 2006-07-12
  Td Ameritrade Investment Management, Llc
  Ft Worth, TX
• 2001-02-26 → 2002-10-31
  E*Trade Advisory Services, Inc.
  Lewisville , TX

Other Businesses

**Fixed Insurance; Annuities, LTC, Life, Dental, Health, DI, Group, Employee Benefits 01/26/16. **Speaker; Not Investment Related; 6231 Joyce Way, Dallas, TX 75225; Speaker; Speak at industry events on leadership and team building, being an entrepreneur, and personal stories. No financial advice.; Start Date: 01/01/2018; 1 hrs per month; 1 during trading hours. **Texas CASA; Not Investment Related; Austin, TX; Board Member; Start Date: 12/01/2018; 1 hrs per month; 1 during trading hours. **Next Level Insurance Agency LLC; Not Investment Related; Addison, TX; Owner; 100% ownership in OBA/DBA; Start Date: 04/01/2016; 160 hrs per month; 160 during trading hours. **SCOUT TROOP 70 POSITION: Assistant Scout Master NATURE: Assistant Scout Master (Volunteer) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 3505 Amherst Ave, Dallas TX 75225, United States DESCRIPTION: I will be an adult leader in the troop, merit badge counselor, helping young people on their scouting adventure. **MDRT FOUNDATION POSITION: Trustee NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 5080 SPECTRUM DR, SUITE 1200E, Addison TX 75001, United States DESCRIPTION: This is the MDRT Foundation, I will be overseeing committees for the next 3 years. We raise money from membership for which members can apply for grants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-23
• S63 Uniform Securities Agent State Law Examination
  2001-02-06

Other Names

• Daniel Joseph O'COnnell
• Daniel Joseph Oconnell
• Daniel Joseph Oconnell