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Detailed Report
Daniel Belknap Spanski-Dreffin
Daniel Belknap Dreffin
CRD#: 6569784
IA
Investment Adviser
B
Broker
CETERA INVESTMENT ADVISERS LLCCRD#: 105644 WASHOUGAL, WA
CETERA WEALTH SERVICES, LLCCRD#: 13572 WASHOUGAL, WA
Registration History
20162017201820192020202120222023202420252026IACETERA INVESTMENT ADVISERS LLC (CRD# 105644)2023 - Present (2 years)BCETERA WEALTH SERVICES, LLC (CRD# 13572)2021 - Present (4 years)BVOYA FINANCIAL ADVISORS, INC. (CRD# 2882)2016 - 2021 (4 years)IACETERA ADVISOR NETWORKS LLC (CRD# 13572)2021 - 2023 (2 years)IAVOYA FINANCIAL ADVISORS, INC. (CRD# 2882)2017 - 2021 (4 years)
License(s)

State Registrations

B
Alaska 10/29/2021
B
New Mexico 1/4/2022
B
Arizona 6/9/2021
B
Oregon 6/9/2021
B
California 6/9/2021
B
Texas 6/9/2021
B
Colorado 7/13/2022
IA
Texas 6/29/2023
B
Idaho 6/9/2021
B
Utah 6/9/2021
B
Montana 6/9/2021
B
Washington 6/9/2021
B
Nevada 6/9/2021
IA
Washington 6/29/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CETERA INVESTMENT ADVISERS LLC (CRD#:105644)
WASHOUGAL, WA
Registered with this firm since 6/29/2023
B
CETERA WEALTH SERVICES, LLC (CRD#:13572)
WASHOUGAL, WA
Registered with this firm since 6/9/2021
Previous Registration(s)
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IA
 06/09/2021 - 06/29/2023 CETERA ADVISOR NETWORKS LLC (CRD#:13572) CHEHALIS, WA
IA
 01/23/2017 - 06/09/2021 VOYA FINANCIAL ADVISORS, INC. (CRD#:2882) CHEHALIS, WA
B
 09/01/2016 - 06/09/2021 VOYA FINANCIAL ADVISORS, INC. (CRD#:2882) CHEHALIS, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.