Claude Daniel Conlin

Current Employers

Employment History

• 09/2008 → Present
  Conlin Intellectual Capital
  Bellevue, WA
• 09/2014 → Present
  Voya Financial Advisors
  Seattle, WA

Previous Registrations

• 2000-07-17 → 2011-01-03
  Voya Financial Partners, Llc
  Seattle, WA
  Seattle, WA

Other Businesses

NAME OF ENTITY:CONLIN INTELLECTUAL CAPITAL; No; 4713 136TH AVE S.E.; BELLEVUE; WA; 98006; USING MY INTELLECTUAL CAPITAL, I WILL ASSIST MY CLIENTS TO ACHEIVE THEIR SHORT TERM AND LONG TERM GOALS CONSULTING; OWNER, PROPRIETOR; 9/1/2008; 50; 0; I DON'T KNOW, NOT SURE THAT IS RELEVENT AS I DON'T MAKE SECURITIES TRADES CURRENTLY.IT WILL NOT DEAL WITH SPECIFIC FINANCIAL PRODUCTS OR ANY PRODUCT OR INVESTMENT ADVICE. IT RELATES TO A CLIENTS THINKING PROCESS AND GOALS.| THE COTTAGE POSITION: Rental Property Owner NATURE: rental property ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: Snohomish, WA, 98290 DESCRIPTION: Provide capital SOUTH BEACH POSITION: Owner of Property NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: Snohomish, WA 98290c, United States DESCRIPTION: Owner of Rental Property

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-05
• S65 Uniform Investment Adviser Law Examination
  1995-12-29

Other Names

• Dan Conlin
• Claude D Conlin