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Daniel Lee Hays

Cfci

Bloomington, IN

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Current Employers
Cfci

674 S. College Avenue, Bloomington, IN 47403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-24
IN RA APPROVED 2005-01-25
  • TX RA
    APPROVED_RES
    Since 2025-04-24
  • IN RA
    APPROVED
    Since 2005-01-25

Branch Locations

674 South College Avenue, Bloomington, IN 47403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Financial Consultants Institutional Bloomington IN 01/2005 Present
J.W. Cole Financial, Inc Bloomington IL 05/2013 Present
J.W. Cole Advisors, Inc. Tampa FL 05/2013 Present
  • 01/2005 → Present
    Comprehensive Financial Consultants Institutional
    Bloomington, IN
  • 05/2013 → Present
    J.W. Cole Financial, Inc
    Bloomington, IL
  • 05/2013 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL.; REGISTERED INVESTMENT ADVISOR/TREASURER/SECRETARY, 5% OWNER. DUAL REGISTERED WITH CFCI AND J.W. COLE ADVISORS. (2) SELLS VARIOUS TYPES OF INSURANCE PRODUCTS AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. (3) NORTHSIDE EXCHANGE CLUB; NON-INVESTMENT RELATED; NATIONAL HEADQUARTERS: 3050 CENTRAL AVE, TOLEDO, OH 43606; CIVIC ORGANIZATION; 8/1/2014; PRESIDENT OF THE BOARD; 5 HRS/ MONTH; 4 TRADING HOURS/MONTH; NOMINATED TO BOARD FOR 3 YR. COMMITMENT. (4) The National Exchange Club; Not investment related; 3050 W. Central Ave, Toledo, OH 43606; President Elect - Indiana District; Meet virtually once a quarter for board meetings, attend a national conference in July and participate in two weekends district conferences; Start 7/1/25; 3 hours/month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-28
S63 Uniform Securities Agent State Law Examination 2001-03-09
  • S65 Uniform Investment Adviser Law Examination
    2003-01-28
  • S63 Uniform Securities Agent State Law Examination
    2001-03-09
Other Names
  • Daniel Lee Hays

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