Daniel J Confreda

Current Employers

Employment History

• 04/2022 → Present
  Lpl Financial Llc
  New Rochelle, NY
• 07/2020 → 04/2022
  Pricewaterhousecoopers Llp
  New York, NY
• 03/2020 → 07/2020
  Doordash
  Poughkeepsie, NY
• 08/2016 → 05/2020
  Marist College
  Poughkeepsie, NY
• 03/2019 → 01/2020
  Morgan Stanley
  Poughkeepsie, NY
• 09/2016 → 03/2019
  Marist College Admissions
  Poughkeepsie, NY
• 06/2015 → 01/2019
  Garen & Company Llc
  Englewood Cliffs, NJ
• 05/2023 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1) 3/2023 - Flynn Financial / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) 2) 4/11/2023 - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 4/11/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Start Date - 04/13/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/01/2023 - Premier Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/11/2023 - 160 Hours Per Month/ 150 Hours During Trading 5) 08/01/2023 - Dowd Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/11/2023 - 160 Hours Per Month/ 140 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-05-19

Other Names

• Daniel Joseph Confreda
• Dan Confreda