John Daniel Salan

Current Employers

Employment History

• 01/2001 → 08/2022
  John D. Salan, C.P.A., P.C.
  La Plata, MD
• 06/2016 → 06/2022
  Farmers Financial Solutions, Llc
  La Plata, MD
• 07/2016 → 07/2022
  Salan Insurance Agency, Llc
  La Plata, MD
• 08/2022 → 09/2025
  Avantax Insurance Agency, Llc
  La Plata, MD
• 01/2010 → Present
  Health Insurance Commissions
  La Plata, MD
• 01/2008 → Present
  Mac & Eds Properties, Llc
  La Plata, MD
• 08/2022 → 09/2025
  Avantax Investment Services
  La Plata, MD
• 01/2001 → Present
  John D. Salan, C.P.A., P.C.
  La Plata, MD
• 12/2023 → 09/2025
  Avantax Advisory Services
  La Plata, MD
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-21 → 2025-09-08
  Avantax Advisory Services
  La Plata, MD
  Dallas, TX
  Huntington, MD

Other Businesses

1) JOHN D. SALAN, C.P.A., P.C.; President; Accounting Services Tax Services IRS Representation Business Consulting Compilations/Reviews of Financial Statements INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2001; 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, US; Perform Reviews and compilation of Financial Statements IRS Representation Business and Individual tax preparation Business Consulting Bookkeeping Services. 3) MAC & EDS PROPERTIES, LLC; Member; Owns commercial property. Collect rent from John D. Salan, CPA, P.C. Make Mortgage Payment, Pay any bills that come due. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2008; 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, US; Manage the Collection of Rent from my self rental John D. Salan, CPA, P.C. only. Making sure building is up to date. Conduct repairs as necessary. Pay condo dues. 4) HEALTH INSURANCE COMMISSIONS; Agent; I receive commissions for health insurance products I have a contract with IMCTR, EBCA and the Maryland Health Connection. I currently represent Carefirst, UHC and Kaiser. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010; 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, US; Evaluate Health Insurance Needs Gather financial information Submit Information to General Agent. Make sure policy is properly bound and assist with any issues during year. 5) SELL AND SERVICE FIXED ANNUITIES POSITION: Producer NATURE: To sell or service Fixed Indexed Annuities, also known as Equity Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/14/2022 ADDRESS: 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, United States DESCRIPTION: Interview Customer, Prepare Application, Inquire regarding suitability, Send in customer funds 6) JOHN D. SALAN, C.P.A., P.C. POSITION: President NATURE: Accounting ServicesTax ServicesIRS RepresentationBusiness ConsultingCompilations/Reviews of Financial Statements INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2001 ADDRESS: 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, United States DESCRIPTION: Perform Reviews and compilation of Financial StatementsIRS RepresentationBusiness and Individual tax preparationBusiness ConsultingBookkeeping Services 7) ARGUS NOTES TRUST POSITION: Trustee NATURE: I act as trustee for the trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 103 CENTENNIAL STREET Unit E, LA Plata MD 20646, United States DESCRIPTION: I send out distribution checks to beneficiaries, perform banking activities, prepare income tax returns, pay bills. 8) MSATP POSITION: Board Of Directors NATURE: I have been elected as a delegate. I attend meetings and discuss appropriate matters regarding the Maryland Society of Accounting and Tax Professionals which includes but is not limited to financial, improvements in the accounting profession, upcoming MD legislation and federal tax laws that may impact the accounting profession. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2024 ADDRESS: 10451 Mill Run Circle, Suite 625, Owings Mills MD 21117, United States DESCRIPTION: Attend meetings and discuss items on the agenda.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-28

Designations

Other Names

• John Daniel Salan
• Johnsalan Daniel Salan