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Inactive

Daniel Forester

Usi Advisors

Knoxville, TN

Glastonbury, CT

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Current Employers
Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-10-27
  • TN RA
    APPROVED
    Since 2025-10-27

Branch Locations

900 S Gay Street Suite 1796, Knoxville, TN 37902 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usi Consulting Group Knoxville TN 09/2024 06/2025
Usi Consulting Group Knoxville TN 06/2025 Present
University Of Tennessee Knoxville TN 08/2023 05/2025
Haywood Community College Clyde NC 08/2021 08/2023
High School Waynesville NC 08/2017 05/2021
Middle School Waynesville NC 08/2014 05/2017
Usi Advisors Glastonbury CT 07/2025 Present
  • 09/2024 → 06/2025
    Usi Consulting Group
    Knoxville, TN
  • 06/2025 → Present
    Usi Consulting Group
    Knoxville, TN
  • 08/2023 → 05/2025
    University Of Tennessee
    Knoxville, TN
  • 08/2021 → 08/2023
    Haywood Community College
    Clyde, NC
  • 08/2017 → 05/2021
    High School
    Waynesville, NC
  • 08/2014 → 05/2017
    Middle School
    Waynesville, NC
  • 07/2025 → Present
    Usi Advisors
    Glastonbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-27
  • S65 Uniform Investment Adviser Law Examination
    2025-10-27

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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