Daniel Joseph Mccarthy

Current Employers

Employment History

• 06/1994 → Present
  Connelly, Mccarthy & Associates
  Lagrange, IL
• 06/1994 → 06/2024
  Securities America, Inc.
  Lagrange, IL
• 03/2005 → 06/2024
  Securities America Advisors, Inc.
  Lagrange, IL
• 06/1994 → Present
  Daniel J. Mccarthy
  Lagrange, IL
• 03/2006 → Present
  Dan Mccarthy Cpa
  Lagrange, IL
• 05/2006 → Present
  Dan Mccarthy
  Lagrange, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lagrange, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lagrange, IL

Previous Registrations

• 2005-03-18 → 2024-06-14
  Securities America Advisors, Inc.
  Lagrange, IL

Other Businesses

1. INSURANCE SALES AGENT - INVESTMENT RELATED - START DATE: 1/1986 - LOCATED AT 72 SOUTH LAGRANGE, LAGRANGE, IL 60525 2. CONNELLY MCCARTHY POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 06/01/1994 ADDRESS: 72 S. LaGrange Road, LaGrange IL 60525 DESCRIPTION: Investment Advisor with SAA. 3. CONNELLY MCCARTHY & ASSOC POSITION: tax prep NATURE: CPA; TAX PREPARATION; LAGRANGE IL; BEGINNING JANUARY 1986 INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1986 ADDRESS: 72 S LaGrange Rd, #11, LaGrange IL 60525, United States DESCRIPTION: tax prep. 4. DAN MCCARTHY, AGENT POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1994 ADDRESS: 72 S LaGrange, LaGrange IL 60525, United States DESCRIPTION: Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-04

Designations