Daniel David Thomason

Current Employers

Employment History

• 07/2016 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 10/2017 → Present
  Lifestyle Asset Management, Inc.
  Friendswood, TX
• 07/2016 → Present
  Lifestyle Financial Advisors, Inc.
  Friendswood, TX
• 07/2016 → 11/2020
  First Allied Advisory Services, Inc.
  Friendswood, TX
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Friendswood, TX

Previous Registrations

• 2020-11-12 → 2022-11-17
  Cetera Investment Advisers Llc
  Friendswood, TX
• 2016-08-08 → 2020-11-12
  First Allied Advisory Services, Inc.
  Friendswood, TX
  Texas City, TX
• 2006-10-02 → 2016-08-01
  Mml Investors Services, Llc
  Galveston, TX
  Friendswood, TX
  Galveston, TX
• 2001-10-15 → 2005-08-16
  Osaic Fs, Inc.
  Galveston, TX

Other Businesses

1.) Insurance; Independent Contractor; Insurance (Fixed/Life/Health/P&C); start date 09/01/2016; 12 hours per month. 2.) Cetera Advisors LLC and Lifestyle Financial Advisors; Investment Related; perform advisory functions and spend 95% of business time with these entities. 3.) Lifestyle Asset Management Inc.; IAR; Registered Investment Advisor; Start Date: 07/30/2018; 80 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-14
• S63 Uniform Securities Agent State Law Examination
  1996-11-20

Designations

Other Names

• Daniel D Thomason