Carol Danae Kurtz

Current Employers

Employment History

• 04/2009 → 11/2022
  Generations Financial Advisors
  Salisbury, MD
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. INSURANCE, 801 NORTH SALISBURY BLVD., SUITE 104, SALISBURY, MD 21801. 2. SNOW HILL MENNONITE CHURCH, NOT INVESTMENT RELATED, 5927 WORCESTER HWY, SNOW HILL, MD 21863, CHURCH, STARTED 9/2015, TREASURER, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BOOKKEEPING, PAYROLL, TAXES, REVIEWING REPORTS AT QUARTERLY MEETING. 3. NAME OF OTHER BUSINESS: INFOCUS FINANCIAL ADVISORS, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2016; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SET UP NEW ACCOUNTS, SEND DISTRIBUTIONS/WITHDRAWALS, REVIEW STRATEGIES WITH ADVISORS;

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04

Other Names

• Carol D Kurtz