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Daniel Aaron Coakwell

John G. Ullman & Associates, Inc

Horseheads, NY

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Current Employers
John G. Ullman & Associates, Inc

343 Daniel Zenker Drive, Horseheads, NY 14845 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-29
  • NY RA
    APPROVED
    Since 2025-11-29

Branch Locations

343 Daniel Zenker Drive, Horseheads, NY 14845 • 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
John G. Ullman & Associates, Inc. Horseheads NY 06/2025 Present
Colgate University Hamilton NY 10/2023 05/2025
Ithaca College Ithaca NY 08/2017 05/2025
Yale University New Haven NY 08/2012 06/2017
Self-Employed Musician/Vocalist Ithaca NY 06/1999 Present
  • 06/2025 → Present
    Horseheads, NY
  • 10/2023 → 05/2025
    Colgate University
    Hamilton, NY
  • 08/2017 → 05/2025
    Ithaca College
    Ithaca, NY
  • 08/2012 → 06/2017
    Yale University
    New Haven, NY
  • 06/1999 → Present
    Self-Employed Musician/Vocalist
    Ithaca, NY
Other Businesses

Name of other business: Dann Coakwell, tenor ?Investment related?: No ?Address of other business: 13 Muzzy Rd Unit B, Ithaca, NY 14850 (USA) Nature of other business: Professional musician (singer/vocalist) Position, title, or other relationship with the other business: Owner/Sole Proprietor (Schedule C Profit/loss)?Approximate number of hours/month devoted to other business: 15 (average) Start date of relationship: June 1999 Number of hours devoted to other business during securities trading hours: typically zero (0), with rare exceptions Briefly describe duties: Freelance professional classical singer (chamber/concert/oratorio/opera music), with Schedule C business profit/ loss only. Typically hired as an independent contractor by music organizations around the world, but primarily function in the lower 48 states of the USA. Typically the hired tenor soloist or small ensemble member with a concert work, consisting of (can include, but not limited to) vocal soloists, instrumentalists (chamber and/or large orchestras), vocal ensembles/chorus. These are typically non-profit organizations (including, but not limited to: 501(c)(3) organizations).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-29
  • S65 Uniform Investment Adviser Law Examination
    2025-11-29
Other Names
  • Dann Coakwell

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