Daniel Stryker Desalva

Current Employers

Employment History

• 04/2018 → Present
  Georgetown Financial Group
  Georgetown, CT
• 02/2016 → 04/2018
  The Millenniump Planning Group
  Raleigh, NC
• 03/2016 → 04/2018
  The Carolinas Financial Network
  Raleigh, NC
• 01/2017 → 04/2018
  Independent
  Chapel Hill, NC
• 08/2018 → Present
  Cetera Wealth Services, Llc
  Georgetown, CT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2) NAME OF OTHER BUSINESS: GEORGETOWN FINANCIAL GROUP, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: GEORGETOWN FINANCIAL GROUP, INC. IS A REGIONAL OFFICE (OSJ) FOR CETERA ADVISOR NETWORKS LLC. IT IS ALSO A BROKERAGE GENERAL AGENCY (BGA) FOR LIFE INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INCOME INSURANCE, & FIXED ANNUITIES. START DATE: 4/2018 POSITION/TITLE/RELATIONSHIP: : BROKERAGE REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORK ON THE INTERNAL SALES DESK AT GFG. I PROVIDE SALES ILLUSTRATIONS & PRODUCT INFORMATION ON NON-VARIABLE LIFE & HEALTH INSURANCE PRODUCTS TO AGENTS & BROKERS THAT GFG SUPPORTS. I ALSO SELL NON-VARIABLE LIFE & HEALTH INSURANCE TO MY OWN CLIENTS. 3) NAME OF OTHER BUSINESS: AIMCOR, LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 10/2019 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS : 20 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE GUIDANCE ON OPERATIONS, STRATEGIC INITIATIVES, RELATIONSHIPS WITH INSURANCE COS, NEW MEMBER RECRUITMENT, APPLICATIONS & MARKETING ; 4) NAME OF OTHER BUSINESS: AIMCOR ENTERPRISE INSURANCE GROUP (EIG) ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 10/2019 ; POSITION/TITLE/RELATIONSHIP: REGIONAL SALES DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 8-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 8-10 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE GUIDANCE ON OPERATIONS, STRATEGIC INITIATIVES, RELATIONSHIPS WITH INSURANCE COMPANIES, RECRUITMENT, APPLICATIONS AND MARKETING ; 5) NAME OF OTHER BUSINESS: WESTERN CONNECTICUT ESTATE & TAX PLANNING COUNCIL; INVESTMENT RELATED: NO; ADDRESS: 36 HUNTINGTOWN RD NEWTOWN, CT 06470 NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE QUARTERLY MEETINGS, WORK WITH BOARD TO OBTAIN SPEAKERS, SECURE VENUES, PROMOTE MEMBERSHIP;

Exams

• S66 Uniform Combined State Law Examination
  2019-03-11

Other Names

• Dan Stryker Desalva