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Daniel Robert Bystrom

Accountants Proprietary Financial Servicenet, LLC

Plainview, NY

Wealthspire Retirement Advisory

Aliso Viejo, CA

Planiview, NY

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Current Employers
Accountants Proprietary Financial Servicenet, Llc

45 Executive Drive Suite 301, Plainview, NY 11803 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-09
NY RA APPROVED 2021-09-06
  • TX RA
    APPROVED_RES
    Since 2023-01-09
  • NY RA
    APPROVED
    Since 2021-09-06

Branch Locations

45 Executive Drive Suite 301, Plainview, NY 11803 • United States

Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-05-26
  • NY RA
    APPROVED
    Since 2022-05-26

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

45 Executive Drive Suite 301, Planiview, NY 11803 • 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
Clsa Americas Llc New York NY 04/2015 03/2017
Unemployed New York NY 03/2017 01/2018
Accountants Proprietary Financial Servicenet, Inc. Lynbrook NY 01/2018 11/2021
Nfp Retirement Aliso Viejo CA 12/2021 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 04/2015 → 03/2017
    Clsa Americas Llc
    New York, NY
  • 03/2017 → 01/2018
    Unemployed
    New York, NY
  • 01/2018 → 11/2021
    Accountants Proprietary Financial Servicenet, Inc.
    Lynbrook, NY
  • 12/2021 → 10/2025
    Nfp Retirement
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Other Businesses

Derivtion, LLC Catastrophic Insurance, start date April 2017 Operational Duties as a managing member. Not Investment ralated.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-22
  • S63 Uniform Securities Agent State Law Examination
    2015-05-22
Other Names
  • Daniel R Bystrom

View on SEC IAPD

Other Firms

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CONCURRENT INVESTMENT ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FINANCIAL BOSS
ARCAP PARTNERS LLC

Other Investors

Giro Iadevaia
Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
CATHERINE ANGELA PERUGINI

Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

More in Plainview, NY

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