Daniel Thurston Crouse

Current Employers

Employment History

• 06/2015 → 12/2019
  Perkinson Law Pllc
  Winston Salem, NC
• 08/2016 → 10/2019
  1St Global Capital Corp.
  Winston Salem, NC
• 08/2016 → 10/2019
  1St Global Advisors, Inc.
  Winston Salem, NC
• 06/2016 → Present
  Crouse Cpa, Pllc
  Winston Salem, NC
• 01/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Winston Salem, NC
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Winston Salem, NC
• 10/2019 → 09/2025
  Avantax Advisory Services
  Winston Salem, NC
• 12/2019 → Present
  Brendle Cpa, Pa
  Winston Salem, NC
• 12/2019 → Present
  Brendle Crouse Pa
  Winston Salem, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Winston-Salem, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Winston-Salem, NC
• 2016-08-15 → 2019-10-25
  1St Global Advisors Inc
  Winston Salem, NC

Other Businesses

1) BRENDLE FINANCIAL GROUP LLC POSITION: Financial Advisor, Owner NATURE: Financial advisory services, managing accounts, meeting with current and prospective clients. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 12/02/2019 ADDRESS: 4622 Country Club Rd, Suite 220, Winston Salem NC 27104, DESCRIPTION: Financial advisory services, managing accounts, meeting with current and prospective clients. 2) BRENDLE CPA PA POSITION: Owner NATURE: Tax preparation, tax planning, bookkeeping, and other accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 12/02/2019 ADDRESS: 4622 Country Club Rd Suite 220, Suite 220, Winston Salem NC 27104, DESCRIPTION: Prepare tax returns, prepare tax projections, review tax returns, review tax projections, assist with bookkeeping services, meet with clients to assist with their tax services. 3) BLUE GULL LLC POSITION: Member NATURE: Acquire rental real estate for long term investment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2021 ADDRESS: 404 Pete Fritts Rd, Lexington NC 27292, DESCRIPTION: Locate and acquire investment properties. Manage properties and lease agreements. Maintain books and records. 4) COUNTRY CLUB COMMONS OWNERS ASSOCIATION INC POSITION: Prospective Board Member NATURE: Board member for condo association board that oversees office space that our business resides in. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2023 ADDRESS: PO Box 20429, Winston Salem NC 27120, United States DESCRIPTION: Board member not as an employee. Vote on building needs, maintenance, repairs. Deal with tenant/owner issues.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-15