Daniel John Ward

Current Employers

Employment History

• 08/2016 → 02/2018
  Self Employed
  Clarksburg, MD
• 02/2018 → 08/2018
  Td Ameritrade
  Washington, DC
• 06/2019 → Present
  Lincoln Finacial Advisors Corporation
  Rockville, MD
• 08/2018 → 06/2019
  Unemployed
  Clarksburg, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Rockville, MD

Previous Registrations

• 2019-06-18 → 2025-01-24
  Osaic Fa, Inc.
  Rockville, MD
  Vienna, VA
  Rockville, MD
• 2018-03-29 → 2018-08-31
  Td Ameritrade, Inc.
  Washington, DC
• 2018-03-29 → 2018-08-31
  Td Ameritrade Investment Management, Llc
  Washington, DC
• 2013-06-25 → 2016-08-04
  Strategic Advisers Llc
  Washington, DC
  Bethesda, MD
• 2008-09-12 → 2010-12-10
  Harrisdirect Llc
  Arlington, VA
• 2006-10-04 → 2006-10-20
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

1) MYLESTONE PLANS 5410 EDSON LANE SUITE 320 ROCKVILLE, MD 20852 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED AND FIXED-INDEXED ANNUITIES, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH COMMISSION-BASED GROUP BENEFITS AND SERVICES FEE-BASED GROUP BENEFITS. START DATE: 09/2021 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 UPDATE FORM BR: YES WEBSITE ADDRESS: WWW.MYLESTONEPLANS.COM

Exams

• S66 Uniform Combined State Law Examination
  2013-06-25

Other Names

• Daniel J Ward
• Dan Ward