Danielle Bailey

Current Employers

Employment History

• 02/2016 → 07/2022
  Ivc Wealth Advisors
  Silverdale, PA
• 02/2016 → 09/2019
  Kestra
  Silverdale, PA
• 01/2020 → 07/2022
  Private Client Services
  Silverdale, PA
• 07/2021 → 07/2022
  Ivc Wealth Advisors Llc
  Silverdale, PA
• 08/2022 → Present
  Valic Financial Advisors, Inc
  Pittsburgh, PA
• 12/2022 → Present
  Agia
  Houston, TX
• 02/2025 → Present
  Keller Williams
  Montgomeryville, PA

Previous Registrations

• 2021-08-31 → 2022-08-15
  Ivc Wealth Advisors Llc
  Silverdale, PA

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products KELLER WILLIAMS POSITION: Real Estate Agent NATURE: I am pursuing my real estate license to purse real estate as a hobby and a weekend activity. My primary focus will be assisting friends and family with buying and selling homes on a small part time basis, outside of my full time role as a RPC. Mt real estate activities will be limited to weekends and personal time, ensuring they do not interfere with my responsibilities as a RPC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 601 Bethlehem Pike, Bidg.B Suite 100, Montgomeryville PA 18936, United States DESCRIPTION: As a part-time real Estate agent my primary duties will include assisting clients, with buying & selling residential properties. Showing properties at open houses & paperwork

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-09
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Other Names

• Danielle Davis
• Danielle Bailey
• Danielle Jeannine Bailey