Daniel Zlotnick

Current Employers

Employment History

• 08/2009 → 03/2021
  Katz, Zlotnick & Associates
  Hauppauge, NY
• 04/2016 → 04/2021
  Lpl Financial Llc
  Hauppauge, NY
• 04/2016 → 04/2021
  Private Advisor Group, Llc
  Hauppauge, NY
• 05/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 04/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 04/2026
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2016-05-03 → 2021-05-13
  Private Advisor Group, Llc
  Hauppauge, NY
  Morristown, NJ
• 2003-12-15 → 2003-12-18
  Kestra Investment Services, Llc
  Hauppauge, NY
  Hauppauge, NY

Other Businesses

1.Wilderness Home Owners Association Board member; not investment related; Us Wilderness Rd. Nissequogue, NY, 11780; board member, Vice President, 2023 start, 10 hrs/month devoted; 0 hours during securities trading hours; provide administrative oversight to maintaining the communities property 2.Multiple carriers; investment related; 35 Pinelawn Rd Suite 110 Melville, NY 11747; insurance ;insurance agent; 5 hrs/month; 1 hr/month devoted during securities trading hours; selling fixed insurance products to clients 3.Trustee for Sam Ziev's trust account; not investment-related; 6 South Path St. James NY 11780; trustee of nephews grantor trust; 9/1/2022 start; 1 hour/month devoted; 0 hours per month during securities trading hours; act as trustee. 4.Owner Sail Capital Corporation; investment-related; 6 South Path St. James NY 11780; The business receives various outside payments for prior services rendered; CEO, President; 1995 start; 1 hour/month devoted; 0 hours per month during securities trading hours; day to day operations of the business as needed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-11-22
• S65 Uniform Investment Adviser Law Examination
  1998-07-20

Designations