Daniel John Costigan

Current Employers

Employment History

• 09/2017 → 12/2017
  Roth Capital
  Newport Beach, CA
• 01/2018 → 06/2018
  Engaged Capital
  Newport Beach, CA
• 07/2018 → 08/2019
  Bright Harbor Advisors
  Los Angeles, CA
• 10/2016 → 06/2018
  Uc Irvine Merage Mba Student Ambassador
  Irvine, CA
• 06/2017 → 06/2018
  University Of Calirfornia, Irvine
  Irvine, CA
• 07/2018 → 08/2019
  Fdx Capital Llc
  New York, NY
• 09/2019 → 03/2022
  Sageview Advisory Group
  Irvine, CA
• 04/2022 → 10/2022
  Candor Advisors
  San Diego, CA
• 12/2022 → 01/2025
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 09/2024 → Present
  Two Palms Planning Llc (Dba Two Palms Financial)
  San Clemente, CA

Previous Registrations

• 2020-06-25 → 2022-03-21
  Creative Planning Institutional Advisors, Llc
  Irvine, CA
• 2016-03-22 → 2016-08-19
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Other Businesses

Pet Project Foundation; not investment-related; 221 Avenida Fabricante, San Clemente, CA 92672; non-profit animal shelter; Member of the Board of Directors and dog handler; 1/2024; 15 hours/month devoted; 0 hours/month during securities trading hours; assisting with strategic decision-making for Board of Directors and walking and training rescue dogs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-25
• S66 Uniform Combined State Law Examination
  2016-03-17
• S63 Uniform Securities Agent State Law Examination
  2014-05-30

Designations

Other Names

• Dan Costigan