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Daniel J Adams

Ceg Life Financial Services

Monroe, WA

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Current Employers
Ceg Life Financial Services

Monroe, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-01-31
  • WA RA
    APPROVED
    Since 2022-01-31

Branch Locations

Monroe, WA • 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
Ceg Life Insurance Services Kirkland WA 01/2020 Present
Capital Enhancement Group Kirkland WA 09/2007 12/2019
  • 01/2020 → Present
    Ceg Life Insurance Services
    Kirkland, WA
  • 09/2007 → 12/2019
    Capital Enhancement Group
    Kirkland, WA
Other Businesses

CEG Life Insurance Services, not investment-related, 611 4th Ave, Suite A, Kirkland, WA 98033, insurance agency, owner/agent, 01/2020, 160 hours a month, administration of business and insurance sales and service. Capital Enhancement Group, not investment-related, 611 4th Ave, Suite A, Kirkland, WA 98033, insurance agency, vice president (not compensated), 01/2020, 5 hours a month, administration of business.

Designations

View on SEC IAPD

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