Frank Joseph Daguanno

Current Employers

Employment History

• 08/2000 → 06/2024
  Securities America, Inc.
  Rivers Edge, NJ
• 09/2000 → 06/2024
  Securities America Advisors, Inc.
  Montvale, NJ
• 11/2005 → Present
  Everbank
  Jacksonville, FL
• 01/2013 → Present
  Frank Daguanno Llc
  Montvale, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Park Ridge, NJ

Previous Registrations

• 2002-07-22 → 2024-06-14
  Securities America Advisors, Inc.
  River Edge, NJ
  Park Ridge, NJ

Other Businesses

1. FRANK DAGUANNO POSITION: Executor NATURE: Executor of an Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 03/29/2018 ADDRESS: ONE MAYNARD DRIVE SUITE 1107, PARK RIDGE, NJ 07656 DESCRIPTION: management decedent's estate. Will be using a law firm: Whitlock Canter LLC Attorney: Jon Canter East 80 Route 4 Paramus, NJ 07652 201-655-7160. Compensation is set 100 % by the state of New Jersey, it is a formula based upon the value of assets. I will not be billing the estate for any financial services under SAI or SAA. The Attorney General of NJ will also review the work I will perform. 2. FRANK DAGUANNO LLC POSITION: tax preparer NATURE: FRANK DAGUANNO LLC - TAX PREPARATION SERVICES- TAX PREPARER- 15% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2000 ADDRESS: One Maynard Drive, Suite 1107, Park Ridge NJ 07656 DESCRIPTION: Tax preparation for individuals 3. FRANK DAGUANNO POSITION: marketer NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 07/1991 - LOCATED AT One Maynard Drive Suite 1107 Park Ridge NJ 07656 INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1991 ADDRESS: One Maynard Drive, Suite 1107, Park Ridge NJ 07656 DESCRIPTION: market fixed and equity index products 4. EXECUTOR POSITION: Executor NATURE: Executor of an Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2021 ADDRESS: ONE MAYNARD DRIVE SUITE 1107, PARK RIDGE NJ 07656, United States DESCRIPTION: Acting as executor I will be consolidating all assets and distributing them to the beneficiaries. Sign all appropriate documents and tax returns. Will be working with a Tax Attorney with all activities. I am providing Executor duties for 1 estate. The Estate of Paul Dannenberg is expected to be completed in early 2026. Currently there is very small balances in the checking accounts to pay any remaining estate expenses. 5. NA POSITION: Investment Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 08/2000 - LOCATED AT One Maynard Drive, SUITE 1107, Park Ridge, NJ 07656 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2000 ADDRESS: One Maynard Drive, Suite 1107, Park Ridge NJ 07656 DESCRIPTION: Investment advisory practice

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-16