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DG

Daniel P. Glavin

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CRD#: 4252025
DG

Professional summary


Daniel Paul Glavin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, Daniel had worked at 5 firms, which includes SIGNATOR FINANCIAL SERVICES INC., COUNTRY CAPITAL MANAGEMENT COMPANY, AMERIPRISE ADVISOR SERVICES INC., WOODBURY FINANCIAL SERVICES INC., TD AMERITRADE INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 18, 2014 - September 10, 2014

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
ORLAND PARK, IL
Past

August 18, 2008 - June 7, 2013

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ORLAND PARK, IL
Past

January 24, 2002 - December 20, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

November 5, 2001 - November 28, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 27, 2001 - August 15, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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
Series 63
Date: 8/4/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGNATOR FINANCIAL SERVICES, INC.
PNMR SECURITIES, INC. | SYMETRA INVESTMENT SERVICES, INC. | SIS FINANCIAL & INSURANCE SERVICES | SIGNATOR FINANCIAL SERVICES, INC. | SAFECO INVESTMENT SERVICES, INC.

CRD#: 19061 / SEC#: 801-66750, 8-37112

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
197 Clarendon Street C-08-05, Boston, MA 02116
Mailing Address
Phone number
Established
Washington since 11/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR FINANCIAL SERVICES ADVISORY WRAP FEE DISCLOSURE DOCUMENT (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ABERIZK, EMIL JOSEPH JRDIRECTOR1049525
ARMSTRONG, ABIGAIL MARIESECRETARY/CLERK & COUNSEL1239945
CLARK, JEFFREY STEPHENVICE PRESIDENT, DIRECTOR OF FINANCE, FINANCIAL PRINCIPAL4974902
HEAPPS, BRIAN BASILDIRECTOR1666475
HORACK, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER861315
K VD HAGEN, HALINADIRECTOR6582303
KARMAN, MITCHELL ANDREWDIRECTOR2837307
MARYANOPOLIS, CHRISTOPHERPRESIDENT3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHDIRECTOR4364402
SUMINSKI, JOHN WILLIAMDIRECTOR6009337
TETA, ANTHONY MAURICEDIRECTOR4617856

Disclosures


Regulatory Event2

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


SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

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