Daniel Stephen Porter

Current Employers

Employment History

• 04/2002 → Present
  Icm
  Camarillo, CA
• 10/2005 → 09/2023
  Sagepoint Financial Inc
  Phoenix, AZ
• 01/2007 → Present
  Skidmore Markell & Company
  Simi Valley, CA
• 09/2004 → Present
  Djr Financial Services
  Simi Valley, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Simi Valley, CA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Woodland Hills, CA
  Camarillo, CA
  Phoenix, AZ
  Simi Valley, CA
• 2005-06-02 → 2005-10-31
  Sunamerica Securities, Inc.
  Camarillo, CA

Other Businesses

1. INDEPENDENT CAPITAL MANAGEMENT; INVESTMENT RELATED; 770 PASEO CAMARILLO DR SUITE 130 CAMARILLO CA 93010; STATUTORY AGENT; 04/20/2002; 20 HRS/MTH; 10 HRS DURING TRADING; RECOMMEND LIFE, HEALTH, DISABILITY AND LONG TERM CARE INSURANCE. 2. OSAIC WEALTH, INC.; INVESTMENT RELATED; 770 PASEO CAMARILLO DR SUITE 130 CAMARILLO CA 93010; INVESTMENT ADVISER REPRESENATIVE; 12/08/2004; 150 HRS/MTH; 100 HRS DURING TRADING; OFFER ADVISORY SERVICES, FINANCIAL PLANNING, PORTFOLIO MONITORING AND ACCOUNT MANAGEMENT. 3. SKIDMORE MARKELL AND COMPANY; NON-INVESTMENT RELATED; 2480 STEARNS STREET SIMI VALLEY CA 93063; EMPLOYEE; 01/01/2007; 5 HRS/MTH; 0 HRS DURING TRADING. ACCOUNTING, TAX ADVICE, AND STRATEGIC PLANNING. 4. GIDEONS INTERNATIONAL POSITION: Local Camp Vice President NATURE: Bible Distribution locally and internationally. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2017 ADDRESS: PO Box 940336, Simi Valley CA 93094, United States DESCRIPTION: Record Minutes of Meetings and update calendar. 5. CITADEL LAW OFFICES POSITION: Certified Citadel Estate Planner NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2002 ADDRESS: 2372 Morse Avenue, Irvine CA 92614, United States DESCRIPTION: Refer clients to attorneys for living trusts and powers of attorney. 6. SIMI ESTATE PLANNING POSITION: Certified Estate Planner NATURE: Refer clients to Attorneys for Estate Planning, Trust Amendments and Estate Settlement. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/08/2015 ADDRESS: 2480 Stearns Street, Simi Valley CA 93063, United States DESCRIPTION: Gather information for attorney and then assist with notary of documents provided by the attorney. 7. DAN NOTARY PUBLIC POSITION: Owner - NATURE: Corporation - Notary Fees collected are added to the revenue for DJR Financial Services, a separate Outside Business Activity. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2004 ADDRESS: 2480 Stearns Street, Simi Valley CA 93063, United States DESCRIPTION: Notary Public for State of California. Notarize documents - Primarily estate planning documents, powers of attorney, medical directives, deeds, etc. DJR Financial Services is an approved DBA for Osaic Wealth business activity as Registered Representative of Osaic Wealth and Investment Advisor Representative under their RIA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-08
• S63 Uniform Securities Agent State Law Examination
  2002-05-17