Dylan Timothy Brennan

Current Employers

Employment History

• 12/1996 → Present
  Brennan & Co.
  Palm Desert, CA
• 06/2008 → 09/2022
  Avantax Investment Services, Inc.
  Palm Desert, CA
• 06/2014 → 09/2022
  Avantax Advisory Services
  Palm Desert, CA
• 08/2019 → 09/2022
  Avantax Insurance Agency, Llc
  Palm Desert, CA
• 09/2022 → Present
  Osaic Wealth, Inc.
  Palm Desert, CA

Previous Registrations

• 2014-06-25 → 2022-10-10
  Avantax Advisory Services
  Indio, CA

Other Businesses

1) Brennan & Company~'NIR'~73302 Hwy 111, Ste 5~Palm Desert~CA~92260~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2001~160hrs~160hrs~Tax Preparation|Avantax Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~8/26/2019~5hrs~5hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).| 2) BRENNAN & COMPANY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2022 ADDRESS: 73302 Highway 111, PALM DESERT CA 92260, United States DESCRIPTION: Life insurance/variable and fixed products. 3) LIFE INSURANCE AGENT POSITION: Life Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2022 ADDRESS: 73302 Highway 111, Palm Desert CA 92260, United States DESCRIPTION: Life insurance business gets referred to Life Agent Spencer Merrit. Referral business that results in a sale results in a 40% referral fee. This is split business that works on a joint agent/rep code. 4) NWF ADVISORY SERVICES INC. POSITION: IAR NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2022 ADDRESS: 73302 Highway 111, Palm Desert CA 92260-3904, United States DESCRIPTION: RIA AFFILIATION WITH NWF ADVISORY SERVICES 5) WISE STEWARD CORPORATION POSITION: Statutory Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2026 ADDRESS: 4883 E La Palm Ave #501A, Anaheim CA 92807, United States DESCRIPTION: Fixed Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-19
• S63 Uniform Securities Agent State Law Examination
  2001-10-01