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Daniel Thomas Janowiak

Canterbury Consulting Incorporated

Newport Beach, CA

CRD 2817063

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Employer firm

Canterbury Consulting Incorporated CRD 22875

$45.9B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Canterbury Consulting Incorporated

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
  • CA RA
    APPROVED
    Since 2025-12-19

Branch Locations

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lm Capital Group San Diego, CA 09/2016 09/2018
Thrivent Investment Management Inc Minneapolis MN 01/2025 12/2025
Eqm Indexes San Diego CA 10/2018 11/2023
Unemployed San Diego CA 12/2023 12/2024
Thrivent Financial Appleton WI 02/2025 08/2025
Thrivent Financial Appleton WI 08/2025 12/2025
Canterbury Consulting, Inc Newport Beach CA 12/2025 02/2026
Canterbury Consulting, Inc Newport Beach CA 02/2026 Present
  • 09/2016 → 09/2018
    Lm Capital Group
    San Diego,, CA
  • 01/2025 → 12/2025
    Minneapolis, MN
  • 10/2018 → 11/2023
    Eqm Indexes
    San Diego, CA
  • 12/2023 → 12/2024
    Unemployed
    San Diego, CA
  • 02/2025 → 08/2025
    Thrivent Financial
    Appleton, WI
  • 08/2025 → 12/2025
    Thrivent Financial
    Appleton, WI
  • 12/2025 → 02/2026
    Canterbury Consulting, Inc
    Newport Beach, CA
  • 02/2026 → Present
    Canterbury Consulting, Inc
    Newport Beach, CA
Previous Registrations
  • 2025-04-08 → 2025-12-22
    Minneapolis, MN
  • 2014-03-10 → 2015-10-08
    Reality Shares Advisors
    San Diego, CA
  • 2012-01-18 → 2013-07-16
    Private Asset Management Inc
    San Diego, CA
  • 2010-07-21 → 2011-12-09
    Allianz Global Investors U.S. Llc
    New York, NY
  • 2000-04-10 → 2011-01-03
    Nicholas-Applegate Capital Management Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 1997-02-27
S65 Uniform Investment Adviser Law Examination 1997-02-21
  • S66 Uniform Combined State Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    1997-02-27
  • S65 Uniform Investment Adviser Law Examination
    1997-02-21
Other Names
  • Daniel T Janowiak
  • Daniel Thomas Janowiak
  • Dan Janowiak

View on SEC IAPD

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