DAN ROASA
License #: 0L24525
License Status: Active
Current Continuing Education Details
Course hours applied during license term 11/01/2024 - 10/31/2026 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours |
|---|---|---|---|---|---|
| 263164 | Life | DISTRIBUTION PLANNING | 02/11/2025 | 12 | 12 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 12 | ||||
| Carry Forward Hours from previous renewal period | 8 | ||||
| Total Hours Applied to the current renewal period | 20 | ||||
Prior Continuing Education Details
Prior License Term Continuing Education course hours applied during license term 11/01/2022 - 10/31/2024 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours | Carry Fwd Hours |
|---|---|---|---|---|---|---|
| 390484 | Life | ANNUITY ESSENTIALS AND FINRA RULE 2330, 2ND EDITION | 07/03/2024 | 4 | 0 | 4 |
| 360533 | Ethics | DEVELOPING A CLIENT-CENTERED CODE OF ETHICS-INCLUDES CA ANTI-FRAUD TRAINING | 03/20/2024 | 3 | 0 | 3 |
| 302873 | Annuity 4-Hour Training | KAPLAN FINANCIAL - ANNUITY SUITABILITY TRANSACTIONS | 03/18/2024 | 4 | 3 | 1 |
| 388776 | Life | KNOW YOUR CUSTOMER AND VARIABLE ANNUITIES (FINRA 2330), 2E | 07/03/2023 | 5 | 5 | 0 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 8 | |||||
| Hours Carried Forward to next renewal period | 8 | |||||
| Hours Carried Forward from the previous renewal period | 0 | |||||
| Total Hours Applied to this period | 8 | |||||