Daniel Brian Smyth

Current Employers

Employment History

• 09/2018 → 01/2020
  Lincoln Financial Group
  Radnor, PA
• 01/2018 → 05/2018
  St. John's University
  Jamaica, NY
• 09/2017 → 12/2017
  Hcr Wealth Advisors
  Los Angeles, CA
• 06/2017 → 09/2017
  Ubs Financial Services
  Philadelphia, PA
• 09/2016 → 04/2017
  Ubs Financial Services
  New York, NY
• 06/2013 → 09/2016
  American Brokerage Services
  Glenside, PA
• 05/2018 → 09/2018
  Unemployed
  Philadelphia, PA
• 01/2020 → 05/2020
  Ubs Financial Services
  Philadelphia, PA
• 06/2020 → 10/2024
  American Brokerage Services
  Wyndmoor, PA
• 02/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 10/2024 → Present
  Relation Insurance Services
  Pleasant Hill, CA
• 01/2025 → Present
  Hcr Wealth Advisors
  Los Angeles, CA

Other Businesses

1.) Relation Insurance Services. 10/1/2024 to Present. Position: Director of Life, LTC and DI Division. 2300 Contra Costa Blvd, Ste 525 Pleasant Hill, CA. Relation Insurance Services is a National Insurance Brokerage with producers who sell Property & Casualty Insurance (both Commercial & Personal Lines), Employee Benefits, Life Insurance, Long Term Care Insurance, Disability Insurance and Annuities direct to clients in all 50 states. I devote roughly 40 hours per week to this position. My duties at Relation Insurance Services are to work as Licensed Life & Health agent selling Insurance products to clients as their writing agent. Specifically, I sell Life Insurance, Disability Insurance, Long Term Care insurance and Annuities to clients in multiple states. In addition, at Relation Insurance Services, I act as a Broker of Life, LTC and DI products for Licensed agents within Relation Insurance Services. 2) The Leaders Group, Inc., Started 2/9/2023 to Present, Position is Licensed Agent. 26 W. Dry Creek Circle Suite 800, Littleton, CO 80120-4475. The Leaders Group, Inc. is my Broker Dealer. I use them when I sell Variable Life Insurance products to clients. I don't specifically spend time working for The Leaders Group, Inc. 3) HCR Wealth Advisors, Started 3/17/2025 to Present, Position is Managing Director. 1708 Welsh Rd, Philadelphia, PA 19115. I will manage the Philadelphia Branch of HCR Wealth Advisors. I will also be a Registered Investment Adviser with my own book of business. 80 hrs/month, 80 hrs/month (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-04
• S63 Uniform Securities Agent State Law Examination
  2023-02-16

Other Names

• Daniel B Smyth
• Daniel Smyth