Daniel Owen Palmer

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-01-08 → 2008-09-17
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
• 1999-06-07 → 2006-12-31
  Zions Direct, Inc.
  Provo, UT
  Provo, UT
  Richfield, UT
  Vernal, UT
  Price, UT
  Spanish Fork, UT

Other Businesses

(1) NAME OF OTHER BUSINESS: UTAH COMMUNITY CREDIT UNION ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT UNION ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES OF B/D ON CREDIT UNION PREMISES ; (2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 09/18/2008, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE AND ANNUITIES; (3) NAME OF OTHER BUSINESS: PEAK GC THREE LLC; INVESTMENT RELATED: NO ; ADDRESS: 114 WEST WINCHESTER STREET MURRAY, UT 84107; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY INVESTMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-07
• S63 Uniform Securities Agent State Law Examination
  1985-09-04

Other Names

• Dan Palmer