# NEARY JOSEPH DANIEL

NEARY JOSEPH DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 10 filing roles across Form ADV (10).

## Filings (10)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CETERA INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/165436) | MANAGER, VP | SCHAMBURG, IL |
| — | Form ADV | [VISION2020 WEALTH MANAGEMENT CORP.](https://search.stillhousedata.com/firm/154149) | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | [CETERA ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/285648) | VICE PRESIDENT | EL SEGUNDO, CA |
| — | Form ADV | [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | VP, MANAGER | SCHAUMBURG, IL |
| — | Form ADV | [AVANTAX PLANNING PARTNERS, INC.](https://search.stillhousedata.com/firm/106237) | VICE PRESIDENT | DUBUQUE, IA |
| — | Form ADV | [AVANTAX ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/104556) | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | DIRECTOR | BOCA RATON, FL |
| — | Form ADV | [CETERA ADVISOR NETWORKS LLC](https://search.stillhousedata.com/firm/13572) | MANAGER AND VICE PRESIDENT | EL SEGUNDO, CA |
| — | Form ADV | [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | MANAGER/DIRECTOR | SAN DIEGO, CA |
| — | Form ADV | [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | MANAGER AND VICE PRESIDENT | GREENWOOD VILLAGE, CO |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.