Daniel Patrick Owens

Current Employers

Employment History

• 11/2014 → 03/2019
  Hd Vest Investment Services
  Tallahassee, FL
• 11/2014 → 03/2019
  Hd Vest Insurance Agency
  Irving, TX
• 01/2016 → 03/2019
  Hd Vest Advisory Services
  Tallahassee, FL
• 03/2019 → Present
  National Life Group
  Tallahassee, FL
• 03/2019 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2016-02-09 → 2019-03-22
  Avantax Advisory Services
  Tallahassee, FL

Other Businesses

*NATIONAL LIFE GROUP. 2367 CENTERVILLE ROAD TALLAHASSEE, FL 32308. INVESTMENT RELATED. MARCH 2019. FINANCIAL SERVICES. AGENT. SELLING LIFE INSURANCE PRODUCTS. DURING TRADING HOURS. *SPECTRUM FINANCIAL STRATEGIES, LLC. 2367 CENTERVILLE ROAD TALLAHASSEE, FL 32308. NOT INVESTMENT RELATED. NOVEMBER 2014. TAX PLANNING. PRESIDENT/CEO. PREPARING TAX RETURNS, DISCUSSIONS WITH CLIENTS. DURING TRADING HOURS. *THE MAE WEST BAND. VARIOUS LOCATIONS. JAN 2022. NOT INV REL. ROCK AND COUTRY MUSIC BAND. LEAD SINGER/FRONT MAN. SINGING. NOT DURING TRADE HRS. *GRAVITY FINANCIAL. 5011 GATE PARKWAY BLDG 100 SUITE 200 JACKSONVILLE FL. INV REL. JAN 2023. FIXED INS SALES. AGENT. SALE/SERVICE OF FIXED INSURANCE PRODUCTS WITH NL, LSW, AND OTHER COMPANIES. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-23
• S63 Uniform Securities Agent State Law Examination
  2015-03-19

Other Names

• Dan Owens