Daniel Bryan Goldberg

Current Employers

Employment History

• 07/1998 → Present
  Principal Life Insurance Co
  Tampa, FL
• 03/2005 → Present
  Dbg Financial Group Inc.
  Tampa, FL
• 04/2016 → Present
  One Source Advisory Llc
  Lutz, FL
• 03/2016 → Present
  Principal Securities Inc
  Tampa, FL

Other Businesses

*KD FINANCIAL SERVICES, FL, EFF 11/11/10, OWNS OFFICE SPACE AND LEASES OUT. *OUTSIDE INSURANCE, LTC, FIXED ANNUITIES, FIXED LIFE, DI, HEALTH, GROUP BENEFITS, 10/03/14. *HANLEA, LLC; CO-OWNER, RENTAL INCOME; 05/22/17. *DBG Financial Group, Inc.; Not Investment Related; Lutz, FL; President; Entity established to receive insurance commissions.; Start Date: 08/01/2021; 40 hrs per month; 10 during trading hours. *ONE SOURCE ADVISORY, LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2021 ADDRESS: 17852 US Hwy 41, Lutz FL 33549 DESCRIPTION: Entity established to house DBA used for investment related business. *INTRUST BUSINESS PARTNERS POSITION: Managing member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/10/2015 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549 DESCRIPTION: Managing Partner. Intrust business partner is a group of insurance sales reps who have come together to sell group benefits under one banner in order to stem shared costs and share advice, staff and structure. *USF PFP ADVISORY BOARD POSITION: Board Member NATURE: Board Member/Officer/Director INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 4202 E Fowler Ave, Tampa FL 33620 DESCRIPTION: I serve on the advisory board for the University of South Florida's Personal Financial Planning major through their College of Business. *HERITAGE STATION OWNER'S ASSOCIATION POSITION: Vice President NATURE: Board Member/Officer/Director INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549 DESCRIPTION: I am the Vice President for my office complex owner's association. *KD LAKELAND PROPERTIES, LLC POSITION: Manager NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/28/2023 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549 DESCRIPTION: I am purchasing real estate under the company, KD Lakeland Property. *PET INSURANCE POSITION: Pet Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/18/2023 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549 DESCRIPTION: Along with our previously approved OBA of group benefits/health insurance we are also going to begin offering Pet Insurance. *INSURANCE POSITION: Referral Fee NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 17852 US Highway 41 N., Lutz FL 33549 DESCRIPTION: Thatch is a third-party administrator who offers employer groups' employees individual medical/dental/vision benefits through their platform. *SHERRY BROOK HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 17852 US Highway 41 N, Lutz FL 33549 DESCRIPTION: Run meetings, assist with decision making regarding common areas, and help facilitate voting on association matters. *BLISS CONDO HOMEOWNER'S ASSOCIATION BOARD MEMBER POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 176 4th Ave NE, St. Petersburg FL 33701 DESCRIPTION: I am the President of the Homeowner's Association of my condominium complex, Bliss. *PAYCHEX POSITION: Paychex Referral Fee NATURE: Referral Fees INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 17852 US Highway 41 N., Lutz FL 33549 DESCRIPTION: Paychex is a payroll provider who Dan would refer business to and they would provide a referral fee. We do not offer their insurances or investments.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-14

Designations