Daniel Jay Conard

Current Employers

Vela Consulting, Llc

Yorba Linda, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-06

CA RA
APPROVED

Since 2025-11-06

Branch Locations

Yorba Linda, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Yorba Linda	CA	01/2015	05/2019
Andrew C. Karlinski Financial & Insurance Services, Inc.	Irvine	CA	02/2015	03/2019
Vela Consulting Llc	Irvine	CA	05/2019	Present
Fortalice Group, Inc.	Irvine	CA	12/2019	Present
Columbia Capital Securities, Inc	Los Angeles	CA	06/2021	Present

01/2015 → 05/2019

Lpl Financial Llc

Yorba Linda, CA
02/2015 → 03/2019

Andrew C. Karlinski Financial & Insurance Services, Inc.

Irvine, CA
05/2019 → Present

Vela Consulting Llc

Irvine, CA
12/2019 → Present

Fortalice Group, Inc.

Irvine, CA
06/2021 → Present

Columbia Capital Securities, Inc

Los Angeles, CA

Previous Registrations

2015-03-02 → 2019-07-31

Ak Financial Group

Irvine, CA
2015-01-09 → 2016-09-08

Lpl Financial Llc

Irvine, CA

Yorba Linda, CA

La Mesa, CA

Yorba Linda, CA

Yorba Linda, CA
2011-10-27 → 2015-01-09

Larson Financial Group, Llc

Saint Louis, MO

Orange, CA

Other Businesses

(1) 09/10/2015 - THE CHARLES BOGUE INSURANCE AGENCY - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/14/2015 - 5 HRS/MO DURING SECS TRDG HRS. (2) 08/25/2016 - BGA Insurance - Non-Variable Insurance - INV REL - 6 Venture Blvd, Suite 390 Irvine CA 92618 - START 08/18/2016 - 15 HRS/MO; 10 DURING SECS TRDG HRS. (3) Linchpin Securities LLC, Co-Manager, CCO,COO, Indirect Owner. Linchpin is currently trying to get registered as a FINRA BD. Process was started on 01/2021. Linchpin is a investment related entity but has not been approved as of yet by FINRA. No investment activity will occur until approved by FINRA. Approximately 10 hours a week is devoted to the registration process. (4) Oak Quarry Management, LLC; 6789 Quail Hill Pkwy, #606, Irvine CA; investment related; general partner of limited partnerships investing in real estate and small businesses including Oak Quarry Fund, L.P., Oak Quarry OZ, L.P.; President; Sept 2021; 50 hours per month not related to trading hours; find, structure, negotiate deals, manage funds, participate in raising capital for funds on a non-transaction related compensation basis. (5) Two Plots, LLC; 6789 Quail Hill Pkwy, #606, Irvine CA; not investment related; real estate development; CEO; December 2021, approximately 20 hours per month; not related to trading hours; jointly responsible for managing the company; LLC.