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Daniel P. Hensley

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CRD#: 243471
DH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Paul Hensley, who also goes by Dan Hensley, Danny Hensley, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1972. Daniel had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Hensley | Danny Hensley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(dba) DANIEL P HENSLEY & CO INC; Investment Related; Bethany, OK 73008; Insurance; Owner; Start Date 05/1970; 10 hours per month; Sales and service of life, health and fixed annuity insurance products. >> DANIEL P & SANDRA L HENSLEY; Non-Investment Related; Bethany, OK 73008; Partner; Start Date 05/2005; 1 hour per month; Rental of one residential property. >> DANIEL P HENSLEY & CO INC; Non-Investment Related; Bethany, OK 73008; Other; Representative; Start Date 05/2020; 10 hours per month; Functioning as a referral representative for Professional Employer Organizations (PEOs) who provide payroll processing, human resources, certain insurance services, etc., for small to mid-sized businesses.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 30, 2002 - November 16, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Bethany, OK
Past

January 7, 2002 - November 16, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Bethany, OK
Past

July 7, 2000 - January 23, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

November 29, 1999 - July 10, 2000

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

July 11, 1995 - June 4, 1999

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

December 23, 1994 - May 11, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 4, 1994 - November 14, 1994

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

March 18, 1993 - February 23, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

September 7, 1989 - February 5, 1993

AMERICAN TRADING SECURITIES CORP.

BD
CRD#: 13221
OKLAHOMA CITY, OK
Past

August 22, 1989 - May 9, 1990

NEW SOUTH SECURITIES, INC.

BD
CRD#: 6747
Past

March 1, 1989 - August 23, 1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 2, 1988 - March 14, 1989

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
Past

April 29, 1988 - August 23, 1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

September 20, 1984 - May 10, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

March 14, 1983 - September 24, 1984

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

March 8, 1977 - September 27, 1977

OLD SLIP CAPITAL MANAGEMENT, INC.

BD
CRD#: 7360
Past

November 17, 1975 - July 22, 1978

WASHINGTON NATIONAL EQUITY COMPANY

BD
CRD#: 4242
Past

October 2, 1973 - March 8, 1977

CNA INVESTOR SERVICES, INC.

BD
CRD#: 163
Past

February 16, 1973 - July 13, 1975

AMERICAN PENSION INVESTMENT INC

BD
CRD#: 1000002
Past

October 24, 1972 - November 12, 1973

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/23/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/16/1972
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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