Daniel Martin Ciez

Current Employers

Employment History

• 05/2013 → 03/2021
  Private Advisor Group, Llc
  Morristown, NJ
• 05/2013 → Present
  Lpl Financial Llc
  Jacksonville, FL
• 03/2021 → Present
  Jacksonville Wealth Management, Llc
  Jacksonville, FL

Previous Registrations

• 2013-05-20 → 2021-04-12
  Private Advisor Group, Llc
  Jacksonville, FL
  Morristown, NJ
• 2002-06-25 → 2013-05-08
  Waddell & Reed
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1. 9/4/2013: JACKSONVILLE WEALTH MANAGEMENT CENTER - Investment Related - 8075 Gate Parkway West #101, Jacksonville, FL 32216 - REAL ESTATE RENTAL - TIME SPENT 10% - 3 OFFICE AVAILABLE FOR RENT. PROFESSIONAL OFFICE SPACE. 2. 10/11/2013 - JACKSONVILLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/29/2016: Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/11/2013 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Jasksonville, an independent investment advisor firm. I started this business activity in October 2013-. I expect to spend approximately 160 hours a month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 4/6/2021 - Jacksonville Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/31/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Jacksonville Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 12/2001 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 12/2001- 2Hours Per Month/0 Hours During Securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1993-03-12

Other Names

• Dan Ciez