Daniel C Cubbison

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2021 → 04/2026
  W&S Brokerage Services
  Cincinnati, OH
• 04/2021 → 04/2026
  Western & Southern Life
  Wilmington, NC
• 09/2020 → 04/2021
  Boy Scouts Of America
  Wilmington, NC
• 11/2019 → 09/2020
  Unemployed
  Wilmington, NC
• 12/2015 → 11/2019
  Bed Bath & Beyond
  Wilmington, NC
• 04/2026 → Present
  Principal Life Insurance Company
  Navassa, NC
• 04/2026 → Present
  Principal Securities, Inc.
  Navassa, NC

Previous Registrations

• 2024-09-05 → 2026-04-27
  W&S Brokerage Services, Inc.
  Wilmington, NC
• 2026-01-13 → 2026-04-27
  W&S Advisory Services, Llc
  Wilmington, NC

Other Businesses

INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/17/2026 ADDRESS: 2244 White Rd, Wilmington NC 28411, United States DESCRIPTION: Service & Insurance Agent, Long Term Care, Disability, Fixed Annuities, Critical Illness through various carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-05
• S63 Uniform Securities Agent State Law Examination
  2021-07-23

Other Names

• Daniel Cubbison
• Daniel C Cubbison