Daniel Burgess Silhavey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 02/2017
  Continental Resources
  Oklahoma City, OK
• 02/2017 → 07/2021
  Breakwater Investments
  Edmond, OK
• 02/2020 → 03/2020
  Waddell & Reed, Inc
  Edmond, OK
• 03/2020 → 07/2021
  Kristen Tapp-Silhavey
  Edmond, OK
• 03/2020 → 07/2021
  Travis Brown
  Edmond, OK
• 03/2020 → 07/2021
  Waddell & Reed, Inc
  Edmond, OK
• 03/2017 → 07/2021
  Breakwater Energy Llc
  Edmond, OK
• 10/2020 → 07/2021
  Black Edge Energy Llc
  Edmond, OK
• 07/2021 → Present
  Lpl Financial Llc
  Edmond, OK

Previous Registrations

• 2020-08-18 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Edmond, OK
  Lawton, OK

Other Businesses

1) 10/2020 - Business Entity For Tax/Investment Purposes Only - Black Edge Energy, LLC - Not Investment Related - Edmond, OK, 73013 2) 2/2020 - DBA for LPL Business (entity for LPL business) - Keystone Capital Management - Investment Related - Edmond, OK 73003

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18

Other Names

• Dan Silhavey
• Daniel Silhavey
• Dan Burgess Silhavey