Daniel Dolgin

Current Employers

Employment History

• 02/2017 → 08/2020
  First Allied Securities, Inc. -Strategic Wealth Consulting Group
  Bloomfield Hills, MI
• 01/2016 → 01/2017
  Safecor Health
  Chicago, IL
• 04/2017 → 08/2020
  First Allied Securities Inc
  San Diego, CA
• 09/2017 → 08/2020
  First Allied Advisory Services
  San Diego, CA
• 08/2020 → Present
  Associated Agencies
  Rolling Meadows, IL
• 09/2020 → Present
  Kestra Investment Services, Llc.
  Bannockburn, IL
• 09/2020 → Present
  Kestra Advisory Services, Llc.
  Bannockburn, IL

Previous Registrations

• 2017-09-12 → 2020-08-26
  First Allied Advisory Services, Inc.
  West Bloomfield, MI
  West Bloomfield, MI
  Wheeling, IL

Other Businesses

Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2-400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial consultant Start Date: 8/27/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Advising on managed money accounts, 401ks, and 529 plans. Name: The Bensman Group Investment Related: Yes Address: 2333 Waukegan Road #275 Bannockburn IL 60015 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial consultant Start Date: 8/27/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Managing 401k, managed money, and 529 accounts. Consulting and working on life insurance cases. Name: Associated Agencies Investment Related: No Address: 1701 Golf Rd Suite 3-700 Rolling Meadows IL 60008 Nature of Business: Insurance Position, Title or Relationship: Vice President of Life. I run the life insurance business for Associated. This also includes disability and long-term care insurance. Start Date: 2/4/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Producers for Associated pass along life insurance leads to me and I work with them and their clients/prospects to find proper life, disability and long-term care insurance coverage. Name: THE BENSMAN GROUP POSITION: Financial consultant NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 24 SECURITIES TRADING HOURS: 21 START DATE: 08/27/2020 ADDRESS: 600 Central Avenue, Suite 212, Highland Park IL 60035, United States DESCRIPTION: Consulting and working on life insurance as well as 401k work.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-25