Daniel Velcheck

Current Employers

Employment History

• 04/2022 → 10/2024
  Primerica Financial Services
  Kirkwood, MO
• 01/2023 → 10/2024
  Pfs Investments Inc.
  Kirkwood, MO
• 12/2012 → 06/2018
  Conner Ash Pc
  St Louis, MO
• 06/2018 → Present
  Peak Audit & Accounting Llc
  Imperial, MO
• 10/2024 → Present
  Osaic
  Baldwin, MO

Previous Registrations

• 2024-08-27 → 2024-10-11
  Pfs Investments Inc.
  Kirkwood, MO

Other Businesses

1. SALES OF INVESTMENT RELATED PRODUCTS; PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA MORTGAGE, LLC FOR THE SALE OF LOAN PRODUCTS AND/OR PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES. 2. PEAK AUDIT & ACCOUNTING POSITION: CPA NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/20/2018 ADDRESS: 2855 Seckman Rd Unit 108, Imperial MO 63052, United States DESCRIPTION: Perform accounting, tax preparation and audit services for clients. 3. LUXPLAN POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 10/11/2024 ADDRESS: 16640 Chesterfield Grove Ct, Suite 160, Chesterfield MO 63005, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products. 4. LUXPLAN - FIXED INSURANCE POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/11/2024 ADDRESS: 16640 Chesterfield Grove Ct, Suite 160, Chesterfield MO 63005, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 5. PEAK AUDIT & ACCOUNTING POSITION: CPA NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/20/2018 ADDRESS: 10770 Business 21, Hillsboro MO 63050, United States DESCRIPTION: Perform accounting, tax preparation and audit services for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-16
• S63 Uniform Securities Agent State Law Examination
  2023-07-14