Daniel Peter Lash

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2021 → Present
  Vlp Financial Advisors
  Vienna, VA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) FIXED INSURANCE; LIFE, DISABILITY, ANNUITIES AND LTC. INSURANCE DBA'S; CRUMP LIFE INSURANCE AND HASLETT INSURANCE AGENCY; (2) NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED BRANCH NATURE OF BUSINESS: DBA FOR ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: IAR START DATE: 10/01/2012 APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: PARAGON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RECRUITING NEW REPS TO CETERA ADVISOR NETWORKS REGION START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: SENIOR ADVISOR FOR THE REGION BRIEF DESCRIPTION OF DUTIES: RECRUIT REPS. (4) NAME OF OTHER BUSINESS: CARDINAL BASKETBALL OFFICIALS ASSOCIATION (CBOA); INVESTMENT RELATED: NO; ADDRESS: NORTHERN VIRGINIA; NATURE OF BUSINESS: BASKETBALL REFEREE; START DATE: 12/01/2016; POSITION/TITLE/RELATIONSHIP: BASKETBALL REFEREE; APX NUMBER OF HOURS PER WEEK: 1-2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BASKETBALL REFEREE FOR RECREATIONAL AND HIGH SCHOOL GAMES. (5) NAME OF OTHER BUSINESS: GMU COLLEGE OF HUMANITIES AND SOCIAL SCIENCE ALUMNI ASSOCIATION; INVESTMENT RELATED: NO ADDRESS: 4400 UNIVERSITY DRIVE, FAIRFAX, VA 22030 ; NATURE OF BUSINESS: ALUMNI BOARD; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: LEAD MEETINGS, WORK TO COORDINATE BOARD EVENT EFFORTS FOR ALUMNI ; (6) NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 12/2021; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF FINANCIAL SERVICES; (7) NAME OF OTHER BUSINESS: GEORGE MASON UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: 4400 UNIVERSITY DR, FAIRFAX, VA 22030; NATURE OF BUSINESS: BOARD; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING & WEALTH MANAGEMENT ADVISORY BOARD CHAIRMAN - LEAD BOARD TO HELP GROW NUMBER OF STUDENTS IN THE PROGRAM AND FUNDRAISE FOR STUDENT SCHOLARSHIP FUND; (8) NAME OF OTHER BUSINESS: MANTUA ELEMENTARY PTA BASKETBALL LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 9107 HORNER COURT FAIRFAX, VA 22031; NATURE OF BUSINESS: MENTORING; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: HEAD REFEREE; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: TRAINING, MENTORING AND EVALUATING VOLUNTEER BASKETBALL OFFICIALS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-28

Designations

Other Names

• Dan Lash