Daniel John Reagan

Current Employers

Employment History

• 03/2013 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2013 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2009 → Present
  Castle Advisors
  Burlington, VT

Previous Registrations

• 2003-04-09 → 2013-03-28
  Kestra Investment Services, Llc
  South Burlington, VT
  Colchester, VT
  So. Burlington, VT
• 2002-07-26 → 2003-04-08
  Nathan & Lewis Securities, Inc.
  So. Burlington, VT

Other Businesses

1)CASTLE ADVISORS, LLP; DBA NAME FOR INVESTMENT PRACTICE - INV. RELATED; BURLINGTON, VT; INSURANCE AGENCY; PARTNER; SALE OF FIXED INSURANCE THROUGH MVP, STANDARD INS, BLUE CROSS BLUE SHIELD; SINCE 09/2009; 40 HRS/MONTH DURING SECURITIES TRADING HOURS: 2)DANIEL J REAGAN; NON-INV. RELATED; BURLINGTON, VT; FIXED INSURANCE & EMPLOYE BENEFITS; BROKER/SOLE PROPRIETOR; THROUGH BLUE CROSS BLUE SHIELD, DELTA DENTAL, UNUM, GUARDIAN, PENN MUTUAL; SINCE 1987; 50 HRS/MONTH DURING SECURITIES TRADING HOURS: 3)TECHNICAL PACKAGING SERVICE, INC; NON-INV. RELATED; S. BURLINGTON, VT; SERVICE PACKAGING EQUIPMENT OR BEVERAGE INDUSTRY; PRESIDENT; SINCE 08/2007; 10 HRS/MONTH; 2 HRS/MONTH DURING SECURITIES TRADING HOURS: 4)HIGHLAND CAPITAL BROKERAGE - NOT INV RELATED; SALES OF INSURACE PRODUCTS; INDEPENDENT BROKER; SINCE 2009; 15 HRS/MONTH, 15 HRS/MONTH DURING SECURITIES TRADING HOURS: 4) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 1069 PINE ST, BURLINGTON, VT 05401; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1987-04-10

Designations