Daniel James Tomas

Current Employers

Employment History

• 05/2007 → Present
  Daniel J. Tomas, Cfp, Cpa, Clu, Chfc
  Evanston, IL
• 05/2008 → Present
  Valic Financial Advisors, Inc.
  Chicago, IL
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

NORTHERN ILLINOIS AL ANON DISTRICT 03 FELLOWSHIP TREASURER POSITION: Treasurer, and fellow NATURE: I receive, and deposit fellowship group contributions, deposit them in the district bank account, write checks to pay expenses, make contributions to other service arms, report receipts and disbursements to group reps monthly. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: c/o Trinity United Methodist Church, 1924 Lake Street, Wilmette IL 60091, United States DESCRIPTION: I receive, and deposit fellowship group contributions, deposit them in the district bank account, write checks to pay expenses, make contributions to other service arms, report receipts and disbursements to group reps monthly. RECEIVE RENEWAL COMMISSIONS FROM OUTSIDE INSURANCE COMPANIES FOR POLICIES SOLD IN PRIOR YEARS POSITION: Owner NATURE: I receive renewal commissions from outside insurance companies for policies I sold in prior years, before I joined VALIC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2008 ADDRESS: 908 Madison Street, Evanston IL 60202, United States DESCRIPTION: Receive checks, and deposit in my checking account. DANIEL J. TOMAS, UMPIRE POSITION: Owner NATURE: I umpire youth baseball games in local communities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2012 ADDRESS: 908 Madison Street, Evanston IL 60202, United States DESCRIPTION: I umpire youth baseball games in local communities. EMTST TRUSTEE POSITION: Trustee NATURE: I collect, deposit monthly condo expense reimbursement remittance into trust bank account, pay monthly condo assessments, and any/all other invoices when due, such as special condo assessments, real estate taxes, insurance, and repairs. Prepare annual income/expense statement, balance sheet, and trust tax return. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2020 ADDRESS: 908 Madison Street, Evanston IL 60202, United States DESCRIPTION: I collect, deposit monthly condo expense reimbursement remittance into trust bank account, pay monthly condo assessments, and any/all other invoices when due, such as special condo assessments, real estate taxes, insurance, and repairs. Prepare annual income/expense statement, balance sheet, and trust tax return. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-21
• S63 Uniform Securities Agent State Law Examination
  1991-04-19

Designations