Carroll Marie Adele Dannettell

Current Employers

Employment History

• 03/2016 → 12/2018
  Hd Vest Investment Services
  Lakewood, CO
• 12/2010 → Present
  Carroll Senechal, Ea
  Jewell, CO
• 12/2018 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2023 → Present
  Well Balanced Financial Services Inc;
  Lakewood, CO
• 11/2024 → Present
  B & Y Cpas
  Golden, CO
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: WELL BALANCED FINANCIAL SERVICES INC; INVESTMENT RELATED: NO ADDRESS: 13701 W JEWELL AVE SUITE 250; LAKEWOOD, CO 80228; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ENROLLED AGENT; OFFER BUSINESS AND PERSONAL TAX RETURNS SERVICES, BILL PAY, AND PAYROLL SERVICES FOR A FEW BUSINESSES; 2) NAME OF OTHER BUSINESS: B & Y CPAS INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: ENROLLED AGENT, APX NUMBER OF HOURS PER WEEK: 25, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: TAX RETURNS, TAX PLANNING (INCLUDING RETIREMENT AND INVESTMENT PLANNING), ACCOUNTING WORK;

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2010-10-14

Other Names

• Carroll M Senechal
• Carroll Marie Bastow
• Carroll Marie Senechal
• Carroll Marie Adele Dannettell