Daniel Allen Woodhouse

Current Employers

Employment History

• 03/1999 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/1999 → Present
  Teachers Credit Union
  Indianapolis, IN
• 05/2022 → Present
  Lpl Financial Llc
  Indianapolis, IN

Previous Registrations

• 2003-05-08 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1) 05/18/2022 - TCU Wealth Management- Investment Related - At Reported Business Location(s) DBA for LPL Business (entity for LPL business)- 2) 05/18/2022 - Teacher's Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Start Date - 1999- 160 Hours Per Month/160 Hours During Securities Trading- Time Spent 100% 3) 05/09/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 4) 05/09/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 5) 05/09/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 6) 07/06/2023 - No Business Name - Investment Related - Greenwood, IN - Real Estate Rental - Owner - Start Date 01/01/2023 - 2 Hours Per Month/ Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-09-17
• S65 Uniform Investment Adviser Law Examination
  1997-10-18
• S63 Uniform Securities Agent State Law Examination
  1997-09-25

Designations

Other Names

• Dan Woodhouse