Daniel Irvin Mccourt

Current Employers

Employment History

• 07/2000 → 07/2017
  Surf City Coffee Co., Inc.
  Aptos, CA
• 06/2018 → 12/2021
  The Dc Group Advisory Services Inc.
  Aptos, CA
• 10/2021 → Present
  Financial Planning Associates
  Aptos, CA
• 08/1985 → Present
  Financial Planning Associates
  Aptos, CA

Previous Registrations

• 2018-08-15 → 2021-12-17
  The Dc Group Advisory Services, Inc
  Aptos, CA
• 2013-11-07 → 2015-12-31
  Financial Planning Associates
  Aptos, CA
• 1997-12-19 → 2013-06-10
  Foothill Securities, Inc.
  Salinas, CA
  Aptos, CA

Other Businesses

DANIEL I. MCCOURT D/B/A FINANCIAL PLANNING ASSOCIATES IS ALSO A TAX PREPARATION BUSINESS, START DATE 1985-08-01, 15 HOURS/MONTH, TAX PREP & ADVICE. 4 HOURS ARE DEVOTED DURING SECURITIES TRADING HOURS. ADDRESS OF BUSINESS: 335 SPRECKELS DR., APTOS, CA. Mr. McCourt is also a Practicing Enrolled Agent for tax representation with the U.S. Treasury. Financial Planning ; Owner; Non Investment Related; 335 SPRECKELS DR, SUITE A APTOS CA 95003; Description of the business: Financial Planning; Responsibilities Duties: Financial Planning ; Start date with business: 1983-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10. Tax Preparation; Owner; Non Investment Related; 335 SPRECKELS DR, SUITE A APTOS CA 95003; Description of the business: Tax Preparation; Responsibilities Duties: Tax Preparation ;Start date with business: 1983-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 10.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-16
• S63 Uniform Securities Agent State Law Examination
  1989-08-16