Daniel Robert Burns

Current Employers

Bma Advisors, Llc

Indio, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-19
OR	RA	APPROVED	2023-05-01

CA RA
APPROVED

Since 2023-05-19
OR RA
APPROVED

Since 2023-05-01

Branch Locations

Newberg, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Burns Agency	Newberg	OR	03/1989	09/2024
Burns Capital Investment Advisors, Inc.	Newberg	OR	01/2009	09/2024
Bma Advisors	La Quinta	CA	03/2023	Present

03/1989 → 09/2024

The Burns Agency

Newberg, OR
01/2009 → 09/2024

Burns Capital Investment Advisors, Inc.

Newberg, OR
03/2023 → Present

Bma Advisors

La Quinta, CA

Previous Registrations

2009-06-04 → 2024-09-30

Burns Capital Investment Advisors, Inc.

Newberg, OR
2003-04-14 → 2009-07-02

Osaic Fs, Inc.

Newberg, OR

Other Businesses

(ABOVE BUSINESS INCLUDES LIFE & HEALTH INSURANCE SALES) & Burns Capital Advisors, Investment related, 16160 NE Kings Grade Road Newberg, OR 97132, President, 2009, transitioning for larger support staff and investment management.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-04-10
S63	Uniform Securities Agent State Law Examination	1994-05-20

S66 Uniform Combined State Law Examination

2003-04-10
S63 Uniform Securities Agent State Law Examination

1994-05-20

Other Names

Dan Burns

View on SEC IAPD