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Current Employers
Nestegg Advisors, Inc.

330 Motor Parkway, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-21
  • NY RA
    APPROVED
    Since 2022-12-21

Branch Locations

330 Motor Parkway, Hauppauge, NY 11788 • 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
Cetera Advisor Networks Llc El Segundo CA 01/2015 09/2016
Lpl Financial, Llc La Jolla CA 10/2016 02/2017
Cetera Advisor Networks Llc El Segundo CA 03/2017 09/2018
American Portfolios Financial Services, Inc Hauppauge NY 11/2018 10/2024
American Portfolios Advisors, Inc. Hauppauge NY 10/2018 10/2024
Osaic Wealth, Inc. Hauppauge NY 10/2024 Present
Nestegg Advisors, Inc. Hauppauge NY 10/2018 Present
  • 01/2015 → 09/2016
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2016 → 02/2017
    La Jolla, CA
  • 03/2017 → 09/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2018 → 10/2024
    American Portfolios Financial Services, Inc
    Hauppauge, NY
  • 10/2018 → 10/2024
    American Portfolios Advisors, Inc.
    Hauppauge, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Hauppauge, NY
  • 10/2018 → Present
    Hauppauge, NY
Previous Registrations
  • 2018-11-08 → 2023-01-05
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2017-03-08 → 2018-10-05
    Cetera Wealth Services, Llc
    San Diego, CA
  • 2016-10-11 → 2017-02-10
    La Jolla, CA
  • 2015-01-02 → 2016-09-09
    Cetera Wealth Services, Llc
    San Diego, CA
  • 2014-03-24 → 2014-10-13
    Thousand Oaks, CA
    Del Mar, CA
  • 2013-03-13 → 2013-05-31
    Cornerstone Wealth Advisors, Inc.
    Carslsbad, CA
Other Businesses

Registered Representative; same address; Investment related; Appx 10% of time during the month Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month NESTEGG ADVISORS, INC. POSITION: Investment advisor representative. NATURE: NestEgg is a corporation and is an SEC registered investment advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 10/10/2018 ADDRESS: 330 Motor Parkway, Hauppauge NY 11788, United States DESCRIPTION: I am an investment advisor represntative of NestEgg and I provide investment advice, financial planning and wealth management services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-19
S65 Uniform Investment Adviser Law Examination 2013-02-22
  • S63 Uniform Securities Agent State Law Examination
    2013-12-19
  • S65 Uniform Investment Adviser Law Examination
    2013-02-22
Designations
Other Names
  • Danny Larsen
  • Danny Larsen

View on SEC IAPD

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