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950 South Coast Drive Suite #225, Costa Mesa, CA 92627 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
950 South Coast Drive Suite# 225, Costa Mesa, CA 92627 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Insurance | Springfield | IL | 05/2004 | Present |
| Carney Portfolio Management, Inc. | Costa Mesa | CA | 01/2005 | Present |
Dan Carney is a member of the Board of Directors, Midwest Insurance, a home insurance agency based in South Dakota. That profession takes up about 10% of his workweek. Dan Carney is employed as the Chief Investment Officer (CIO) for Midwest Insurance and paid an annual salary. This activity takes about 25% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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