NEARY JOSEPH DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. NEARY JOSEPH DANIEL appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CETERA INVESTMENT MANAGEMENT LLC | MANAGER, VP | SCHAMBURG, IL |
| — | Form ADV | VISION2020 WEALTH MANAGEMENT CORP. | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | CETERA ADVISORY SERVICES LLC | VICE PRESIDENT | EL SEGUNDO, CA |
| — | Form ADV | CETERA INVESTMENT ADVISERS LLC | VP, MANAGER | SCHAUMBURG, IL |
| — | Form ADV | AVANTAX PLANNING PARTNERS, INC. | VICE PRESIDENT | DUBUQUE, IA |
| — | Form ADV | AVANTAX ADVISORY SERVICES, INC. | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | SUMMIT FINANCIAL GROUP INC | DIRECTOR | BOCA RATON, FL |
| — | Form ADV | CETERA ADVISOR NETWORKS LLC | MANAGER AND VICE PRESIDENT | EL SEGUNDO, CA |
| — | Form ADV | FIRST ALLIED ADVISORY SERVICES, INC. | MANAGER/DIRECTOR | SAN DIEGO, CA |
| — | Form ADV | CETERA ADVISORS LLC | MANAGER AND VICE PRESIDENT | GREENWOOD VILLAGE, CO |