Daniel T. Devonald

Current Employers

Employment History

• 07/2016 → 11/2016
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2016 → 03/2018
  Scottrade, Inc./ Td Ameritrade Services Co.
  Thousand Oaks, CA
• 01/2019 → 03/2021
  J.P. Morgan Securities Llc
  Tarzana, CA
• 03/2018 → 12/2018
  Dtd Financial
  Santa Clarita, CA
• 01/2019 → 03/2021
  Jp Morgan Chase Bank, N.A.
  Tarzana, CA
• 11/2016 → 03/2018
  Scottrade Investment Management
  Thousand Oaks, CA
• 04/2021 → 03/2022
  Rocket Mortage
  Detroit, MI
• 04/2022 → Present
  Citigroup
  Van Nuys, CA

Previous Registrations

• 2019-03-05 → 2021-03-29
  J.P. Morgan Securities Llc
  Tarzana, CA
  Van Nuys, CA
• 2017-01-25 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2016-07-18 → 2016-11-04
  Cuso Financial Services, L.P.
  Van Nuys, CA
• 2013-06-19 → 2016-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northridge, CA
  Los Angeles, CA
  Castaic, CA
  Northridge, CA
  Laguna Hills, CA
  Newport Beach, CA
  Laguna Hills, CA
  Canyon Country, CA
  Northridge, CA
• 2012-10-01 → 2013-02-26
  J.P. Morgan Securities Llc
  Studio City, CA
  Culver City, CA
  Los Angeles, CA
  Los Angeles, CA
  West Hollywood, CA
• 2011-08-29 → 2012-10-01
  Chase Investment Services Corp.
  Studio City, CA
• 2011-05-06 → 2011-09-01
  Wells Fargo Clearing Services, Llc
  Laguna Hills, CA
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-05
• S63 Uniform Securities Agent State Law Examination
  2010-05-18

Other Names

• Daniel Devonald
• Daniel T Devonald
• Daniel Todd Devonald
• Daniel T. Devonald