Daniel James O'SUllivan

Current Employers

Employment History

• 01/2006 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Fort Washington, PA
• 01/2012 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 03/2019 → Present
  Global Retirement Partners, Llc
  Fort Washington, PA

Previous Registrations

• 2012-01-03 → 2019-04-03
  Independent Financial Partners
  Fort Washington, PA
• 2001-05-16 → 2006-02-02
  Raymond James Financial Services, Inc.
  Southampton, PA

Other Businesses

1. 01/31/2006 - NON-VARIABLE INSURANCE - AS PART OF PROVIDING COMPREHENSIVE FINANCIAL PLANNING, I PROVIDE DISABILITY, LIFE, HEALTH AND ANNUITIES TO MY CLIENTS. I AM CURRENTLY DOING THESE ACTIVITIES THROUGH BISYS. - 5% OF TIME SPENT - FORT WASHINGTON, PA. 2. 01/31/2006 - DBA ONLY - CDS WEALTH MANAGEMENT - FORT WASHINGTON, PA. 3. 7/13/2011 - COMMUNITY, CIVIC AND CHARITABLE BOARD - UPPER DUBLIN HS - COACH HS FOOTBALL AT UPPER DUBLIN HS - 1% OF TIME SPENT. 4. 7/13/2011 - COACH- YOUTH SPORTS COACH FOR MY KIDS TEAMS AT UPPER DUBLIN AND HORSHAM TOWNSHIPS - 1% OF TIME SPENT. 5. 7/22/2011 - DBA ONLY - WHARTON HILL ADVISORS - FORT WASHINGTON, PA. 6. 4/15/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2019 - 38 Hours Per Month/38 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 38 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 5/13/2019 - Global Retirement Partners, LLC - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2019 - 38 Hours Per Month/38 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 04/01/2019. I expect to spend approximately 38 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 6/27/2019 - Global Retirement Partners, LLC - DBA: Wharton Hill Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2019 - 38 Hours Per Month/38 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 4/2019. I expect to spend approximately 38 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 02/22/2024 - Lasalle College HS - Other - Coaching - Football Coach - Not Investment Related - 8605 W. Cheltenham Ave, Wyndmoor PA 19038 - Start Date 02/17/2024 - 10 Hours Per Month/ 1 Hour During Trading 10. 03/22/2024 - CDS Wealth Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 2/12/2024 - 5 Hrs/Mo During Trading. 11. 12/02/2024 - CDS Wealth Management - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 2 Hours per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-21
• S63 Uniform Securities Agent State Law Examination
  1997-07-15

Other Names

• Dan Osullivan
• Daniel James Osullivan