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Jeffrey Allen Dannelly

Cetera Investment Advisers LLC

Destin, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-17
  • FL RA
    APPROVED
    Since 2022-08-17

Branch Locations

14075 Emerald Coast Parkway, Destin, FL 32541 • 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
Hancock Investment Services, Inc. Santa Rosa Beach FL 08/2013 08/2022
Hancock Bank Destin FL 08/2013 Present
Cetera Investment Advisers Llc Destin FL 08/2022 Present
Cetera Investment Services Llc St. Cloud MN 08/2022 Present
  • 08/2013 → 08/2022
    Hancock Investment Services, Inc.
    Santa Rosa Beach, FL
  • 08/2013 → Present
    Hancock Bank
    Destin, FL
  • 08/2022 → Present
    Cetera Investment Advisers Llc
    Destin, FL
  • 08/2022 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
Previous Registrations
Other Businesses

PRIVATE BANKER FOR HANCOCK WHITNEY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-15
S63 Uniform Securities Agent State Law Examination 1998-08-06
  • S65 Uniform Investment Adviser Law Examination
    2018-06-15
  • S63 Uniform Securities Agent State Law Examination
    1998-08-06

View on SEC IAPD

Other Firms

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NEWEDGE ADVISORS
WEALTHTRUST ASSET MANAGEMENT, LLC
MORGAN STANLEY
CHIPSER WEALTH MANAGEMENT, LLC
FARTHER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

CHRISTOPHER SCOTT FINKLER
DANIEL FELIZ
Krista Tracy Kenney
TRACY MARIE LARDIERE
Aaron Nathaniel Volz
Gabriel Campbell
JERRY SCOTT BROWN
CORY JUSTIN FOSDYCK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Destin, FL
NEWEDGE ADVISORS · Destin, FL
WEALTHTRUST ASSET MANAGEMENT, LLC · DESTIN, FL
MORGAN STANLEY · Destin, FL
CHIPSER WEALTH MANAGEMENT, LLC · DESTIN, FL
FARTHER · Destin, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DESTIN, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Destin, FL

More in Destin, FL

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