Daniel Frank Connelly

Current Employers

Employment History

• 01/1988 → Present
  Primierica Financial Services
  Sarasota, FL
• 03/1992 → Present
  Pfs Investments Inc.
  Sarasota, FL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Integrity Management of Sarasota, LLC., non-investment related, 5726 Hydrangea Cir., Sarasota, FL 34238, Owner, 08/2018 to Present, 160 hours per month (140 hours per month during securities trading hours): Primerica office building / rental income. South Sarasota Social, non-investment related, 5726 Hydrangea Cir., Sarasota, FL 34238, Founder, 11/21/2019 to Present , 8 hours per month (0 hours per month during securities trading hours): networking group. Pure Core Inc., investment related, 5726 Hydrangea Cir., Sarasota, FL 34238, Owner, 10/31/2017 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. High Hopes Cabin, LLC., Not investment related, Sarasota, FL 34241, Nature of Business: Vacation short term rental, Position/Title: Owner, 04/2025 to Present, 5 hours committed per month (5 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-13
• S63 Uniform Securities Agent State Law Examination
  1992-07-09

Other Names

• Daniel Frank Connelly