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Daniel Edward King

Cgn Advisors, LLC

Manhattan, KS

Scottsdale, AZ

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Current Employers
Cgn Advisors, Llc

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-12-19
  • AZ RA
    APPROVED
    Since 2023-12-19

Branch Locations

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Scottsdale, AZ • 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
Watermark Asset Management San Ramon CA 12/2014 06/2018
Dek Financial Solutions, Llc Phoenix AZ 06/2018 01/2024
Cgn Advisors, Llc Pheonix AZ 10/2023 Present
Dek Financial Solutions Phoenix AZ 08/2018 11/2023
Watermark Asset Management San Ramon CA 10/2014 05/2018
  • 12/2014 → 06/2018
    Watermark Asset Management
    San Ramon, CA
  • 06/2018 → 01/2024
    Dek Financial Solutions, Llc
    Phoenix, AZ
  • 10/2023 → Present
    Cgn Advisors, Llc
    Pheonix, AZ
  • 08/2018 → 11/2023
    Dek Financial Solutions
    Phoenix, AZ
  • 10/2014 → 05/2018
    Watermark Asset Management
    San Ramon, CA
Previous Registrations
  • 2018-08-07 → 2024-01-19
    Dek Financial Solutions, Llc
    Phoenix, AZ
  • 2014-12-09 → 2018-06-20
    Watermark Asset Management, Inc.
    San Ramon, CA
  • 2012-01-03 → 2014-12-04
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 2002-02-22 → 2011-12-31
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-20
S63 Uniform Securities Agent State Law Examination 1999-12-16
  • S66 Uniform Combined State Law Examination
    2007-11-20
  • S63 Uniform Securities Agent State Law Examination
    1999-12-16
Designations

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
NO COAST FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
KONZA CAPITAL ADVISORS

Other Investors

CARLIN TODD MURPHY
ARTHUR JOSEPH KENNEDY
Skyler JaLynn Saunders
GREGORY CLAY BARRON
STUART JOSEPH HECKMAN
JAMIE ANN BOSSE
Lindsay Ann Adams
Cydney Jean Jones

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MANHATTAN, KS
NO COAST FINANCIAL GROUP · MANHATTAN, KS
CETERA INVESTMENT ADVISERS LLC · Manhatton, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Manhattan, KS
THRIVENT INVESTMENT MANAGEMENT INC. · MANHATTAN, KS
EDWARD JONES · MANHATTAN, KS

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