Danny Lee Wilburn

Current Employers

Employment History

• 01/1993 → Present
  Rb Smith Company Inc
  Valparaiso, IN
• 09/2009 → Present
  Lpl Financial, Llc
  Valparaiso, IN

Previous Registrations

• 1999-02-25 → 2024-12-31
  R.B. Smith Co. Inc.
  Valparaiso, IN
• 2009-01-29 → 2009-09-08
  Waterstone Financial Group, Inc.
  Valparaiso, IN
  Boston, MA
• 1998-12-08 → 2009-02-03
  Osaic Wealth, Inc.
  Valparaiso, IN

Other Businesses

1. 03/04/2010 - NON-VARIABLE INSURANCE - AGENT FOR VARIOUS LIFE INSURANCE COMPANIES - TIME SPENT 10% - VALPARAISO, IN. 2. 3/12/2010: REGISTERED INVESTMENT ADVISOR - R.B. SMITH, INC. - (FP) RIA PROVIDES FINANCIAL PLAN FOR FIXED AND HOURLY FEE. - 5% OF TIME - VALPARAISO, IN. 3. 11/23/2010: TAX PREP/ACCOUNTING/BOOKKEEPING - DAN WILBURN - TAX RETURNS - TIME SPENT 2%. 4. 06/29/2012 - REAL ESTATE RENTAL - SMITH AND WILBURN - 2 UNITS IN SAME BUILDING (ONE DOWNSTAIRS ONE UPSTAIRS) - LOWER LEVEL A CPA OFFICE - UPSTAIRS DIFFERENT LPL OFFICE. - TIME SPENT 5% - VALPARAISO, IN. 5. 08/08/2013 - R.B. Smith Co. Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-07
• S63 Uniform Securities Agent State Law Examination
  1992-10-05

Designations

Other Names

• Dan L Wilburn