Daniel Louis Vobroucek

Current Employers

Employment History

• 09/2020 → 06/2024
  Securities America, Inc.
  Goshen, NY
• 06/2020 → Present
  Quest Financial Services
  Goshen, NY
• 04/2014 → 08/2018
  Coach New York
  Central Valley, NY
• 08/2018 → 07/2020
  Access Supports For Living
  Middletown, NY
• 01/2021 → 06/2024
  Securities America Advisors
  Goshen, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Goshen, NY

Previous Registrations

• 2021-01-19 → 2024-06-14
  Securities America Advisors, Inc.
  Goshen, NY
  Goshen, NY

Other Businesses

1. DBA - Select Wealth Partners 2. RKP CONSULTING POSITION: Sales, Consulting/ Assistant for Roger Pikul NATURE: Sales, Consulting/ Assistant for Roger Pikul INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/09/2022 ADDRESS: 216 Greeves Road, New Hampton NY 10958 DESCRIPTION: Sales, Consulting/ Assistant for Roger Pikul 3. NOTARY PUBLIC STATE OF NY POSITION: Notary NATURE: Notary Public State of NY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 2354 State Route 17A, Goshen NY 10924, United States DESCRIPTION: Notarize Documents 4. DANIEL VOBROUCEK POSITION: owner/agent NATURE: appointments with various insurance companies for sales of life, accident, and health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 9 START DATE: 01/11/2021 ADDRESS: 2345 State Route 17A, Goshen NY 10924 DESCRIPTION: appointments with various insurance companies for sales of life, accident, and health insurance. 5. SELECT WEALTH PARTNERS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 05/09/2022 ADDRESS: 2354 NY 17A, Goshen NY 10924 DESCRIPTION: Investment Advisor Representative 6. SELECT TAX & ACCOUNTING TEAM (STAT) POSITION: tax preparer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/18/2024 ADDRESS: 2354 NY 17A, Goshen NY 10924, United States DESCRIPTION: Prepare Taxes

Exams

• S66 Uniform Combined State Law Examination
  2021-01-07

Other Names

• Dan Vobroucek