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Danielle Beasley

Berkeley, Inc

Boise, ID

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Current Employers
Berkeley, Inc

3778 Plantation River Drive Suite 102, Boise, ID 83703 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-12-10
  • ID RA
    APPROVED
    Since 2025-12-10

Branch Locations

3778 Plantation River Drive Suite 102, Boise, ID 83703 • 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
Redwood Credit Union Santa Rosa CA 01/2013 06/2021
Cuso Financial Services, Lp San Diego CA 01/2013 06/2021
Cuso Financial Services, Lp San Diego CA 10/2022 08/2024
Redwood Credit Union Santa Rosa CA 10/2022 04/2025
California Coastal Loans Mission Viejo CA 06/2021 09/2022
Lpl Financial Llc Santa Rosa CA 08/2024 04/2025
Thrivent Investment Management Inc Minneapolis MN 04/2025 09/2025
Thrivent Financial Appleton WI 04/2025 09/2025
Berkeley, Inc. Boise ID 10/2025 Present
  • 01/2013 → 06/2021
    Redwood Credit Union
    Santa Rosa, CA
  • 01/2013 → 06/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2022 → 08/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2022 → 04/2025
    Redwood Credit Union
    Santa Rosa, CA
  • 06/2021 → 09/2022
    California Coastal Loans
    Mission Viejo, CA
  • 08/2024 → 04/2025
    Lpl Financial Llc
    Santa Rosa, CA
  • 04/2025 → 09/2025
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 04/2025 → 09/2025
    Thrivent Financial
    Appleton, WI
  • 10/2025 → Present
    Berkeley, Inc.
    Boise, ID
Previous Registrations
  • 2024-08-12 → 2025-04-11
    Lpl Financial Llc
    San Diego, CA
    Santa Rosa, CA
    Santa Rosa, CA
    Santa Rosa, CA
  • 2023-10-18 → 2024-09-18
    Cuso Financial Services, L.P.
    Santa Rosa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-11
S63 Uniform Securities Agent State Law Examination 2015-01-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-11
  • S63 Uniform Securities Agent State Law Examination
    2015-01-07
Other Names
  • Danielle Nicole Beasley
  • Danielle Beasley
  • Dani Beasley

View on SEC IAPD

Other Firms

INTEGRATED ADVISORS
GEM STATE INVESTMENT ADVISORS
THE ASSET CONSULTING GROUP, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARRIEN INVESTMENTS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
APOLLON WEALTH MANAGEMENT, LLC

Other Investors

TERRY GENE HERSHEY
RONALD GAMBASSI
ANDREW MELVIN BARTON
Joshua Levi Moffis
GARY LEE BARTON
KIMBERLY MICHELLE SHURTLEFF
Andressa Diana Warn
Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

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