Daniel Scott Laforest

Current Employers

Employment History

• 07/2010 → 08/2018
  Smathers Financial Group, Inc
  The Villages, FL
• 09/2013 → 02/2019
  Next Financial Group, Inc.
  Winter Park, FL
• 02/2019 → 01/2022
  Proequities, Inc.
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services, Llc
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services, Llc
  Melbourne, FL

Previous Registrations

• 2019-03-01 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Orlando, FL
• 2013-09-16 → 2019-03-01
  Next Financial Group, Inc.
  Winter Park, FL
  The Villages, FL
• 2010-10-28 → 2018-10-31
  Smathers Financial Group, Inc.
  The Villages, FL

Other Businesses

(dba) SECURITY FINANCIAL MANAGEMENT, INC. - INV REL - 2420 S LAKEMONT AVENUE, SUITE 120, ORLANDO, FL 32814 - INSURANCE AND SECURITIES - FINANCIAL ADVISOR - START DATE: 02/2019 - 160 HPM WHICH ARE ALL DURING SECURITIES TRADING HOURS - ASSET MANAGEMENT, FINANCIAL AND RETIREMENT PLANNING. NAME: DANIEL S. LAFOREST PA - INV REL - 1528 SUGARWOOD CIRCLE, WINTER PARK, FL 32792 - INSURANCE - PRESIDENT - 10 HPM WITH 0 HPM DURING TRADING HOURS - START DATE: 06/2008 - REGISTERED S-CORP AND INSURANCE BROKER WITH THE STATE OF FLORIDA NAME:TUSKAWILLA TUSSLE SCHOLARSHIP FUND - NOT INV REL - 1528 SUGARWOOD CIRCLE, WINTER PARK, FL 32792 - SCHOLARSHIP FUND - CO-FOUNDER - 1 HPM WITH 0 HPM DURING SECURITIES TRADING HOURS - START DATE: 08/2015 - A SCHOLARSHIP FUND THAT I CO-FOUNDED FOR LOCAL HIGH SCHOOL STUDENTS THAT HAVE EXCELLED ON THE FIELD AND IN THE CLASSROOM. NAME: UNITED HEALTHCARE - NOT INV REL - 495 N. KELLER ROAD, SUITE 200, MAITLAND, FL 32751 - MEDICARE INSURANCE - INSURANCE AGENT - START DATE: 02/2010 - 10 HPM - 0 HPM DURING SECURITIES TRADING HOURS - START DATE: 02/2010 - SELLING MEDICARE INSURANCE PRODUCTS. NAME: ORLANDO SPORTS FOUNDATION-NON INV REL-121 S ORANGE AVENUE, SUITE 1500, ORLANDO, FL 32801-CONSULTANT-START DATE: 08/2021-1 HPM WITH 0 HPM DURING SECURITIES TRADING HOURS. I CONSULT ON THE CURE CLASSIC HIGH SCHOOL ALL STAR FOOTBALL GAME. INVESTMENT RENTAL-2101 LAKE FRANCIS DRIVE, SUITE 16, APOPKA, FL 32712 01/2000 NAME: SECURITY FINANCIAL MANAGEMENT POS: Financial Advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 130 SEC TRAD HRS: 130 STRT DTE: 02/22/2019 ADDR: 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814 DESCRIPTION: Asset Management, Financial and Retirement Planning NAME: DANIEL S LAFOREST PA POS: Owner NOB: Insurance INV REL: Y #OF HRS: 10 SEC TRAD HRS: 5 STRT DTE: 06/01/2008 ADDR: 1528 Sugarwood Circle, Winter Park FL 32792 DESC: Sales of Medicare insurance products. NAME: RENTAL PROPERTY POS: Owner NOB: Real Estate INV REL: N #OF HRS: 0 SEC TRAD HRS: 0 STRT DTE: 03/03/2004 ADDR: 925-16 Lexington Parkway, Apopka FL 32712 DESC: Maintenance. NAME: VARSITY SPORTS NETWORK LLC POS: Co-Owner NOB: High School Sports Broadcasting INV REL: N #OF HRS: 20 SEC TRAD HRS: 10 STRT DTE: 12/01/2021 ADDR: 302 E. Lake Victoria Circle, Deland FL 32724 DESC: Co-owner and Show host NAME:UNITED HEALTHCARE POS: Sales Agent NOB: Insurance INV REL: Y #OF HRS: 8 SEC TRAD HRS: 6 STRT DTE: 02/01/2010 ADDR: 495 N. Keller Road, Suite 200, Maitland FL 32751 DESC: Presenting Medicare options and enrolling members. NAME: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 160 SEC TRAD HRS: 160 STRT DTE: 01/27/2022 ADDR: 5707 Southwest Parkway Building 2 Ste. 400, Suite 120, Austin TX 78735 DESC: Advisory Services NAME: SECURITY FINANCIAL MANAGEMENT POS: Instructor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 6 SEC TRAD HRS: 0 STRT DTE: 04/17/2023 ADDR: 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814 DESC: Instructor in classroom and virtual setting. Class is to educate the retirement planning process. No securities or other products will be indorsed. NAME: INFLUENCER COUNSEL POS: Director; NIL Relationships NAME: Sports Agent INV REL: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 STRT DTE: 05/09/2023 ADDR: 615 Crescent Executive Court, Suite 212, Lake Mary FL 32746, United States DESC: Communications with student-athletes, Universities, and families providing education and representation on Name, Image, & Likeness (NIL).

Exams

• S66 Uniform Combined State Law Examination
  2009-06-10

Other Names

• Daniel Scott Laforest
• Daniel Laforest
• Daniel S Laforest