Joseph Daniel Dahl

Current Employers

Employment History

• 02/2004 → 12/2016
  Financial Foundations Of Wilmington
  Wilmington, NC
• 11/2010 → 02/2017
  Capital Guardian Wealth Management Llc
  Belmont, NC
• 02/2008 → Present
  Coastline Mortgage
  Wilmington, NC
• 02/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Wilmington, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Wilmington, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wilmington, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wilmington, NC
• 2017-02-01 → 2019-03-01
  Questar Asset Management, Inc.
  Wilmington, NC
  Minneapolis, MN
• 2010-11-03 → 2017-02-01
  Capital Guardian Wealth Management, Llc
  Miami, FL
  Wilmington, NC
• 2009-07-02 → 2010-11-04
  Securian Financial Services, Inc.
  Charlotte, NC
  Wilmington, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1. GCG WEALTH MANAGEMENT. POSITION: representative NATURE: partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2017 ADDRESS: 9115 Harris Corners Pkwy Suite250, Charlotte NC 28269, United States DESCRIPTION: Life Insurance Sales 2. DANNY DAHL FINANCIAL LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/26/2017 ADDRESS: 575 Military Cutoff rd. Suite 102, Wilmington NC 28405, United States DESCRIPTION: DBA for my securities business and insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-25
• S63 Uniform Securities Agent State Law Examination
  2001-04-30