Paul Daniel Loner

Current Employers

Employment History

• 09/2009 → 01/2024
  Lpl Financial Llc
  Rockford, IL
• 01/2024 → Present
  Osaic Wealth Inc
  Sycamore, IL

Previous Registrations

• 2018-12-03 → 2024-01-31
  Lpl Financial Llc
  Rockford, IL
  Rockford, IL
  Sycamore, IL
  Rockford, IL
• 2004-04-15 → 2005-03-02
  Raymond James Financial Services, Inc.
  Rockford, IL
• 2003-06-05 → 2004-03-15
  Wells Fargo Clearing Services, Llc
  Rockford, IL

Other Businesses

1) 08/20/2010 - DPL ASSET MANAGEMENT, LLC, DBA 2) 04/18/2017 - Service 1 Financial Group - Investment Related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/10/2017 - 160 Hours Per Month/160 Hours During Securities Trading - Financial Services. 3) 2/19/2019 - MVP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 02/13/2019 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance sales. 4) 10/24/2022 - Timberlane Village - Not Investment Related - Non-Profit Board Member - Start Date - 07/21/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5) PREGNANCY CARE CENTER POSITION: VP NATURE: Non-Profit board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 4108 Morsay Drive, Rockford IL 61107, United States DESCRIPTION: board member 6) BRUCH INSURANCE ASSOCIATES POSITION: owner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2022 ADDRESS: 204 S Main St, Sycamore IL 60178, United States DESCRIPTION: health insurance and Medicare supplement insurance 7) SERVICE 1 FINANCIAL POSITION: owner NATURE: marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2018 ADDRESS: 204 S Main St, Sycamore IL 60178, United States DESCRIPTION: marketing 8) TIMBERLANE VILLAGE POSITION: board member NATURE: village board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2022 ADDRESS: 2940 Charleston Ct, Caledonia IL 61011, United States DESCRIPTION: board member

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-22
• S63 Uniform Securities Agent State Law Examination
  2002-09-19

Designations