Daniel Ray Owens

Current Employers

Employment History

• 08/1984 → Present
  Owens And Owens Cpa Pc
  Rome, GA
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2016 → 01/2019
  Ofg Advisors Llc
  Rome, GA
• 11/2019 → Present
  Lsm Farms, Inc
  Rome, GA
• 11/2019 → Present
  Ofg Services Inc
  Rome, GA
• 11/2020 → Present
  Owens Financial Group, Llc
  Rome, GA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-19 → 2018-11-13
  Ofg Advisors Llc
  Rome, GA
• 2003-04-11 → 2004-01-01
  Ifg Advisory Services Inc
  Rome, GA

Other Businesses

1. OWENS & OWENS, CPA PC, NOT INV RELATED, ADDRESS SAME AS REGISTERED LOCATION, ACCOUNTING AND TAX, START OCTOBER 2013, 10-20 HOURS PER WEEK - VARIES DUR TRADING HRS, CO-OWNER, TAX PREPARATION, ACCOUNTING & BOOKKEEPING. 2.QUALIFIED KINGDOM ADVISORS, START 07/01/09, 10HR/WK, LISTED ON THE WEB SITE, WWW.KINGDOMADVISORS.ORG 3. LITTLE TEXAS VALLEY, LLC, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, LAND, START JANUARY 2015, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 4. OFG MANAGEMENT INC, NOT INV RELATED, ADDRESS IS THE REGISTERED LOCATION, ENTITY CREATED FOR ACCOUNTING PURPOSES - PAYMENT MANAGEMENT, START JANUARY 2015, 1 HR PER WK - VARIES DURMARKET HRS, CO-OWNER - PRESIDENT. 5. JMOTMO, LLC, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FAMILY OWNED COMMERCIAL RENTAL PROPERTY, START JANUARY 2015, 1 HOR PER WK - NOT DUR TRADING HRS, CO-OWNER, MEMBER OF LLC. 6. 4 MAIN PARTNERS LLC, NOT INV RELATED, ADDRESS IS THE REGISTERED LOCATION, RENTAL PROPERTY, START JANUARY 2015, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 7. LITTLE SAND MOUNTAIN, LLC, NOT INV RELATED, ADDRESS IS THE REGISTERED LOCATION, FAMILY OWNED FARM, START JANUARY 2015, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 8.LSM FARMS, INC, NOT INV RELATED, SAME AS RESIDENTIAL ADDRESS HOBBY FARM, STARTED 11/2019, POSITION/TITLE/RELATIONSHIP: OWNER, 3-10 HRS PER WEEK, NOT DUR TRADING HRS, BRIEF DESCRIPTION OF DUTIES: RUN FAMILY FARM 9. OFG CONSULTING LLC: INV RELATED: NO; SAME AS REGISTERED LOCATION; CONSULTING ON TAX AND BUSINESS PLANNING; START DATE: 01/2019; OWNER / MEMBER; HRS PER WK: 2; DURING TRADING HRS: 2; CONSULTING ON TAX AND BUSINESS PLANNING; 10. OFG SERVICES, INC. INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 11/2019, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL PLANNING 11. OFG PROPERTIES, LLC; INV RELATED: NO; 2300 JL TODD DR NE ROME GA 30161; REAL ESTATE; START DATE: 11/2020;: OWNER/MEMBER; APX NUMBER OF HRS PER WK: 0; APX NUMBER OF HRS DUR TRADING HRS: 0; REAL ESTATE HOLDING COMPANY; 13. FIXED INSURANCE WITH VARIOUS COMPANIES; INV RELATED: YES: SAME AS REGISTERED LOCATION; FIXED INSURANCE; START DATE: 11/2020; APX NUMBER OF HOURS PER WEEK: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 14. OWENS FINANCIAL GROUP, LLC; INV RELATED: YES; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES; START DATE: 11/2020; FINANCIAL PROFESSIONAL; APX # OF HS PER WK: 40; APX # OF HRS DURING TRADING HRS: 32.5; DBA FOR FINANCIAL SERVICES; 15. PLEASANT VALLEY NORTH BAPTIST CHURCH; INVESTMENT RELATED: NO; 735 OLD SUMMERVILLE R DROME GA 30165; NON PROFIT; ASSIST WITH BUDGET PLANNING, REVIEW FINANCIAL REPORTS, SERVE ON TELLER TEAM; 16. NORTHWEST GEORGIA HUNGER MINISTRIES, INC; INV RELATED: NO / 207 E 19TH ST ROME, GA 30161; NON PROFIT/ 7/2022;BOARD MEMBER/TREASURER/ # OF HRS 1 ; DUTIES: PROVIDE FOOD FOR FAMILIES IN NW GEORGIA, RECONCILE ACCOUNTS; 17. JUSTIN OWENS CPA PC, INVESTMENT RELATED: NO, 506 RIVERSIDE PARKWAY, STE 100, ROME, GA 30161, TAX & ACCOUNTING, START DATE: 07/2024, CPA, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, TAX PREP;

Exams

• S66 Uniform Combined State Law Examination
  2004-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-01-21

Designations

Other Names

• Daniel Owens