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DJ

Daniel E. Jenkins

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CRD#: 4061521
DJ

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 Evan Jenkins, who also goes by Danny E Jenkins, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1999. Daniel had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Danny E Jenkins

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.
The advisor shows no other business activity.

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

April 2, 2012 - December 31, 2016

SII INVESTMENTS, INC.

RIA
CRD#: 2225
WICHITA, KS
Past

April 2, 2012 - December 31, 2016

SII INVESTMENTS, INC.

BD
CRD#: 2225
WICHITA, KS
Past

July 23, 2010 - April 2, 2012

APW CAPITAL, INC.

BD
CRD#: 43814
WICHITA, KS
Past

November 2, 2009 - July 28, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WICHITA, KS
Past

July 14, 2006 - November 10, 2009

MAIN STREET SECURITIES, LLC

BD
CRD#: 47127
HAYS, KS
Past

August 6, 2003 - July 14, 2006

NATIONS FINANCIAL GROUP, INC.

BD
CRD#: 44181
WICHITA, KS
Past

September 27, 2002 - August 5, 2003

CHANNEL POINT PARTNERS

BD
CRD#: 120283
NEWPORT BEACH, CA
Past

March 13, 2002 - September 9, 2002

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 27, 2001 - May 6, 2002

CENTURION INSTITUTIONAL SERVICES, INC.

BD
CRD#: 33531
ESCONDIDO, CA
Past

November 8, 1999 - March 13, 2002

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

October 20, 1999 - May 9, 2012

BEACON CAPITAL MANAGEMENT

RIA
CRD#: 111202
WICHITA, KS

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
RR
IAR
Series 66
Date: 6/17/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SII INVESTMENTS, INC.
HOMECO SECURITIES, INC. | SII INVESTMENTS, INC. | SECURA INVESTMENTS, INC.

CRD#: 2225 / SEC#: 801-54935, 8-13963

BD
Terminated by SEC on 09/08/2018
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Contact information


Main Address
5555 W Grande Market Drive, Appleton, WI 54913-8403
Mailing Address
Phone number
Established
Wisconsin since 02/27/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

TERMINATED - SII INVESTMENTS ADV 2A: CONSULTING SERVICES AND FINANCIAL PLANNING BROCHURE (3/29/2018)

Direct owners and executive officers


NamePositionCRD#
NATIONAL PLANNING HOLDINGS, INCSHAREHOLDER
COLEMAN, CAREN LESLIEVP, NPH PRODUCT AND SPONSOR RELATIONS4298287
COLLINS, MAURA KATHRYNSVP/CFO NATIONAL PLANNING HOLDINGS4761732
DOWDEN, STEVEN HOWARDPRESIDENT AND CEO OF NPH2666894
GUNDERSON, GERRY ANPH GENERAL COUNSEL & SVP OF REGULATORY AFFAIRS2448501
HARRIS, BRADLEY OLANDIRECTOR6589930
KALINOWSKI, DAWN MARIESVP, COO2770565
KINART, TODD MICHAELSII PRESIDENT & CEO/DIRECTOR2723511
LAMBRECHTS, VANESSA MARIE RODRIGUEZVP, FINOP & CONTROLLER4800775
MCCALLOP, PATRICIA ANNNPH AND SII SVP & CHIEF COMPLIANCE OFFICER5059176
MILLER, JAMES PETERNPH SVP OPERATIONS1955960

Disclosures


Regulatory Event13
Arbitration9

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


SII INVESTMENTS, INC.

CRD#: 2225

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