Dan David Seeds

Current Employers

Employment History

• 11/2007 → 03/2018
  Bok Financial Securities Bokf
  Mckinney, TX
• 04/2018 → 12/2024
  Tom Weilert
  Irving, TX
• 04/2018 → 12/2024
  Northwestern Mutual Investment Services Llc
  Irving, TX
• 05/2018 → 12/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → Present
  Excel Volleyball Club
  Carrollton, TX
• 01/2020 → 09/2020
  Andrew Nowlin
  Dallas, TX
• 01/2020 → 12/2024
  Will Brezette
  Dallas, TX
• 01/2020 → 12/2024
  Madison Lee Carrier
  Dallas, TX
• 01/2020 → 12/2024
  Todd Braden
  Dallas, TX
• 01/2020 → 04/2021
  Bret Barnet
  Dallas, TX
• 04/2020 → 12/2024
  Mallory Frizel
  Dallas, TX
• 01/2025 → Present
  Summit Financial Group
  Dallas, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-04-17 → 2025-02-04
  Northwestern Mutual Investment Services, Llc
  Irving, TX
  Dallas, TX
• 2008-03-06 → 2018-03-12
  Bok Financial Securities, Inc.
  Sherman, TX
  Plano, TX
  Mckinney, TX
  Allen, TX
  Dallas, TX
  Plano, TX
  Dallas, TX
  Richardson, TX
  Plano, TX

Other Businesses

1. NAME OF OTHER BUSINESS: EXCEL VOLLEYBALL CLUB INVESTMENT RELATED: NO ADDRESS: 4717 PLANO PKWY, SUITE 110, CARROLLTON, TX 75010 NATURE OF BUSINESS: CLUB VOLLEYBALL START DATE: 9/2017 POSITION/TITLE/RELATIONSHIP: COACH CLUB VOLLEYBALL TEAM APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACH; 2. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 18 APX NUMBER OF HOURS DURING TRADING HOURS: 18 BRIEF DESCRIPTION OF DUTIES: MANAGING RELATIONSHIPS OF CLIENTS THAT HAVE EMPLOYEE BENEFITS FOR THEIR COMPANIES. SOLICITING WEALTH MANAGEMENT SERVICES AND EMPLOYEE BENEFITS, SUCH AS 401K PLANS, FOR COMPANY EMPLOYEES;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-05

Other Names

• Dan David Seeds
• Dan David Seeds
• Dave Seeds