Daniel Michael Stavale

Current Employers

Paragon Retirement Planning, Inc.

50 W Big Beaver Rd Ste. 410, Troy, MI 48084 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APP_PEND_IARCE	2026-01-01

MI RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

50 W Big Beaver Rd Ste. 410, Troy, MI 48084 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
College Planning Solutions, Llc	Royal Oak	MI	08/2002	Present
Caitlin John, Llc	Brighton	MI	07/2013	10/2016
Paragon Retirement Planning, Inc	Troy	MI	05/2016	Present

08/2002 → Present

College Planning Solutions, Llc

Royal Oak, MI
07/2013 → 10/2016

Caitlin John, Llc

Brighton, MI
05/2016 → Present

Paragon Retirement Planning, Inc

Troy, MI

Previous Registrations

2013-08-14 → 2016-10-14

Simplyria Advisor Network

Brighton, MI

Troy, MI
2009-12-16 → 2013-07-09

Spc

Troy, MI

Other Businesses

1) DANIEL M. STAVALE IS THE PRESIDENT OF COLLEGE PLANNING SOLUTIONS, LLC WHICH HELPS COLLEGE-BOUND STUDENTS ATTEND THEIR "RIGHT-FIT" COLLEGES AND QUALIFY FOR SCHOLARSHIPS. He spends up to 20 hours per month on this activity with some during market hours. 2)Daniel Stavale is an independent insurance agent. He SELLS VARIOUS INSURANCE PRODUCTS INCLUDING FIXED INDEX ANNUITIES THROUGH VARIOUS COMPANIES. He spends up to 80 hours per month on this activity with some during market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-10-16
S63	Uniform Securities Agent State Law Examination	2008-11-07

S65 Uniform Investment Adviser Law Examination

2009-10-16
S63 Uniform Securities Agent State Law Examination

2008-11-07

Other Names

Daniel M Stavale

View on SEC IAPD