Daniel Alan Courson

Current Employers

Employment History

• 06/2010 → 01/2022
  Concourse Financial (Fka Proequities, Inc.)
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services, Llc
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services, Llc
  Melbourne, FL

Previous Registrations

• 2010-06-22 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Orlando, FL
  Orlando, FL
  Melbourne, FL
• 2008-04-10 → 2010-05-06
  Edward Jones
  Sanford, FL
  Winter Springs, FL
  Maitland, FL
  St Louis, MO

Other Businesses

(dba) SECURITY FINANCIAL MANAGEMENT, INC.: Investment Advisor Representative: Financial Planning & Wealth Management: Investment Related: Yes: Number of Hours: 216: Securities Trading Hours: 160: Start Date: 06/08/2010: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814: Financial Planning, Investment Planning, Insurance Planning. (dba) SECURITY FINANCIAL MANAGEMENT, INC.: Agent: Financial Planning & Wealth Management Investment Related: Yes: Number of Hours: 9; Securities trading hours: 7: Start Date: 06/08/2010: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814: Insurance Agent. COURSON WEALTH MANAGEMENT LLC: Authorized Member: Pass through income; Investment Related: No: Number of hours: 0: Securities trading hours: 0: Start Date: 02/08/2018: 8664 Martinson St, Orlando FL 32827: Per the advice of my tax advisor, the LLC S-Corp is established strictly for the purposes of reducing tax liability versus filing as a self-employed contractor. FMT SOLUTIONS, LLC: Licensed Instructor: Educational Seminars: Investment Related: Yes: Number of hours: 3: Securities trading hours: 0: Start date: 10/01/2019: 300 Oswego Pointe Dr, Ste 101, Lake Oswego, OR 97034: Free Retirement Planning seminars. SECURITY FINANCIAL MANAGEMENT POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2010 ADDRESS: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814, United States DESCRIPTION: Financial Planning and Advisory Services Investment Management Insurance Services: Life, Disability, and Long-Term Care KESTRA ADVISORY SERVICES POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Financial Planning and wealth management services

Exams

• S66 Uniform Combined State Law Examination
  2008-03-27