Kevin Daniels

Current Employers

Employment History

• 04/2000 → 07/2020
  Investacorp,Inc.
  Miami Lakes, FL
• 05/2007 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 08/2020
  Securities America, Inc.
  Wallingford, CT
• 07/2020 → 08/2020
  Securities America Advisors, Inc.
  Wallingford, CT
• 08/2020 → 06/2026
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 06/2005 → Present
  B&B Storage
  Wentzville, MO
• 01/2019 → Present
  Author Book Sales
  Wallingford, CT
• 01/2000 → Present
  Insurance
  Wallingford, CT
• 02/2007 → Present
  Steeplerock Holdings
  Lebanon, MO
• 11/2016 → Present
  Intrust, Llc
  Wallingford, CT
• 05/2021 → Present
  Steeplerock Point Llc
  Wallingford, CT
• 06/1998 → Present
  Creative Systems, Inc
  Foristell, MO
• 07/2022 → Present
  Rushing Waters Llc
  Gulf Shores, AL
• 06/2026 → Present
  Lpl Financial Llc
  Wallingford, CT

Previous Registrations

• 2020-08-10 → 2026-07-10
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Wallingford, CT
  Wentzville, MO
  Lebanon, MO
• 2020-07-17 → 2020-08-10
  Securities America Advisors, Inc.
  Wallingford, CT
• 2007-06-15 → 2020-07-17
  Investacorp Advisory Services Inc
  Wentzville, MO

Other Businesses

1. 06/2026 - Steeplerock Point Association - Business Owner - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Defiance, MO, 63341 – OBA Start Date: 03/01/2022 2. 06/2026 - B&B Storage LLC - Business Owner - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Foristell, MO, 63348 – OBA Start Date: 06/01/2005 3. 06/2026 - Kevin Daniels - Author - Not Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Lebanon, MO, 65536 – OBA Start Date: 01/01/2019 4. 06/2026 - Creative Systems, Inc. - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Foristell, MO, 63348 – OBA Start Date: 06/01/1998 5. 06/2026 - Intrust, LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Lebanon, MO, 65536 – OBA Start Date: 11/01/2016 6. 06/2026 - Rushing Waters, LLC - Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Gulf Shores, AL, 36542 – OBA Start Date: 07/01/2022 7. 06/2026 - Steeplerock Holdings LLC - Real Estate Rental - Inv Related – 2 Hour(s)/Month – 1 Hour(s) During Trading – Lebanon, MO, 65536 – OBA Start Date: 02/01/2007 8. 06/2026 - Tribute Financial Inc. - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Lebanon, MO, 65536 – OBA Start Date: 6/10/2026 9. 06/2026 - Non-variable insurance sales - Non-Variable Insurance - Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 01/01/2000 10. 06/2026 - Steeplerock Point LLC - Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Defiance, MO, 63341 – OBA Start Date: 05/01/2021 11. 06/2026 - Tribute Tax and Accounting LLC DBA Davis Mascola - Tax Prep/Accounting/CPA - Inv Related – 3 Hour(s)/Month – 3 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 08/10/2023 12. 06/2026 - Kevin Daniels - Farm - Not Inv Related – 2 Hour(s)/Month – 0 Hour(s) During Trading – Falcon, MO, 65470 – OBA Start Date: 06/01/2024 13. 06/2026 - Keystone Building Association - For-Profit Board Member - Not Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 01/01/2023

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18
• S63 Uniform Securities Agent State Law Examination
  2000-08-03