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Daniel Bert O'MEaley

Db & C Advisors, LLC

Holland, MI

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Current Employers
Db & C Advisors, Llc

355 Settlers Road Suite 310, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-04-14
  • MI RA
    APPROVED
    Since 2011-04-14

Branch Locations

355 Settlers Road Suite 310, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Holland MI 09/2010 Present
Db & C Advisors, Llc Holland MI 04/2011 Present
Previous Registrations
  • 2010-09-27 → 2020-10-06
    Holland, MI
    San Diego, CA
    Holland, MI
  • 2010-04-07 → 2010-09-30
    1St Global Advisors Inc
    Grand Haven, MI
Other Businesses

(1) 02/25/2013 - DB & C ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - HYBRID-DB & C ADVISORS, LLC - THE RIA WILL BE DB & C ADVISORS AND WE PROVIDE ASSET MANAGEMENT AND FINANCIAL PLANNING. WE WILL CHARGE AN ASSET BASED FEE. - 85% OF TIME SPENT - HOLLAND, MI (2) 10/17/2013 - DBA ONLY - DB & C INVESTMENT SERVICES, LLC - HOLLAND, MI (3) INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2001, DEVOTES APPROXIMATELY 5% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-06-21
S65 Uniform Investment Adviser Law Examination 1996-06-21
  • S63 Uniform Securities Agent State Law Examination
    1996-06-21
  • S65 Uniform Investment Adviser Law Examination
    1996-06-21
Designations
Other Names
  • Daniel Bert Omealey
  • Dan O'MEaley

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