Daniel Charles Benedum

Current Employers

Employment History

• 12/2013 → 12/2020
  Morgan Stanley
  Milwaukee, WI
• 01/2015 → 12/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2020 → 03/2022
  Silverleaf Advisor Group, Llc
  Colgate, WI
• 12/2020 → Present
  Lpl Financial Llc
  Colgate, WI
• 03/2022 → Present
  Gladstone Wealth Partners
  Colgate, WI

Previous Registrations

• 2020-12-11 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
  Colgate, WI
• 2014-02-07 → 2021-01-05
  Morgan Stanley
  Milwaukee, WI
• 2007-04-25 → 2013-09-19
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Other Businesses

1. 12/14/2020 - Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/11/2020 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100%. 2. 12/15/2020 - Silverleaf Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/11/2020 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Silverleaf Advisor Group, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 06/15/2022 - DCB Financial Services, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/18/2021 - 1 Hours Per Month/ 0 Hours During Securities Trading. 4. 12/2020 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 5. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-24
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Dan Charles Benedum
• Danny Charles Benedum