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Daniel Copenhagen

Continuum Advisory, LLC

Pleasanton, CA

Eagle, ID

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Current Employers
Continuum Advisory, Llc

873 E. State Street, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-09-04
  • CA RA
    APPROVED_RES
    Since 2024-09-04

Branch Locations

180 Spring Street, Pleasanton, CA 94566 • United States

873 E. State Street, Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mindshare Group Benefits & Insurance Services, Inc. Pleasanton CA 01/2001 Present
  • 01/2001 → Present
    Mindshare Group Benefits & Insurance Services, Inc.
    Pleasanton, CA
Other Businesses

DBA Mindshare Group; Not investment-related; Address: 180 Spring Street, Pleasanton, CA 94566; Health insurance and benefits consulting; President/Owner; 2001; 160 hrs/mo; 120 hrs/mo during trading hrs; provide ful-service benefits consulting and administration to clients

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