Daniel David Sands

Current Employers

Employment History

• 06/2002 → 05/2017
  Silversage Advisors
  Irvine, CA
• 11/2006 → 09/2019
  Geneos Wealth Management, Inc.
  Reno, NV
• 05/2017 → 06/2017
  Arenite Advisory
  Reno, NV
• 09/2019 → Present
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA

Previous Registrations

• 2017-06-19 → 2019-09-19
  Arenite Advisory
  Tustin, CA
• 2004-11-12 → 2018-01-03
  Silversage Advisors
  Irvine, CA

Other Businesses

THE FOLLOWING IS CONSIDERED AN INVESTMENT-RELATED ACTIVITY SINCE THE INDIVIDUAL IS ASSOCIATED WITH AN ENTITY THAT PROVIDES INVESTMENT ADVICE RELATED TO SECURITIES AND/OR REAL ESTATE. 1) DIRECTOR OF TRUST INVESTMENTS (10/2022 TO PRESENT), SENIOR TRUST INVESTMENT OFFICER (11/2021 TO 10/2022), AND TRUST PORTFOLIO MANAGER (2019 TO 11/2021) FOR DUNHAM TRUST COMPANY ("DTC"). DTC OFFERS TRUSTEE, INVESTMENT MANAGEMENT AND CUSTODIAL SERVICES FOR PERSONAL TRUST ACCOUNTS, EMPLOYEE BENEFIT ACCOUNTS, CUSTODY AND THIRD PARTY AGENCY ACCOUNTS. MR. SANDS IS RESPONSIBLE FOR MONITORING CLIENT ACCOUNTS AS WELL AS SELECTING INVESTMENTS FOR THOSE ACCOUNTS THAT HE MANAGES ON A DISCRETIONARY BASIS. HE ALSO SERVES ON THE INVESTMENT COMMITTEE. HE SPENDS APPROXIMATELY 75% OF HIS TIME ACTING IN THESE CAPACITIES. DTC IS LOCATED AT 50 N SIERRA ST #201, RENO, NV. 89501. 2) MR. SANDS MANAGER/LANDLORD FOR A RENTAL PROPERTY FOR SANDS RE PROPERTIES, LLC. IN RENO, NV. HE DOES NOT RECEIVE COMPENSATION FOR HIS ROLE AS MANAGER/LANDLORD BUT WILL SHARE IN ANY PROFITS. HE SPENDS APPROXIMATELY TWO HOURS PER MONTH IN HIS ROLE DURING NON-WORK HOURS. 3) BOARD MEMBER (APRIL 2026 TO PRESENT). BOARD MEMBER OF PALLADIO HOMEOWNER'S ASSOCIATION. MR. SANDS SPENDS LESS THAN 2 HOURS PER MONTH AND RECEIVED NO COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-17

Designations