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Cetera Financial Group Names Daniel P. Burkott As Chief Compliance Officer for Cetera Financial Specialists and Avantax

PRIVATEMay 29, 2024•about 2 years ago

Position

Chief Compliance Officer

Company

Cetera Financial Group

Daniel P. Burkott
San DiegoFinanceConsulting

Description

Cetera Financial Group (Cetera) has named Daniel P Burkott the new Chief Compliance Officer (CCO) of Cetera's tax channel, which includes Cetera Financial Specialists (CFS), and Avantax, acquired by Cetera Holdings last year. Daniel P Burkott brings over 20 years of compliance experience and will report to Cetera Chief Risk Officer Joseph Neary.

Company Information

Company

Cetera Financial Group

Location

San Diego, California, United States

About

Cetera Financial Group is the premier financial advisor Wealth Hub, offering financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Breaking away from a commoditized and homogenous IBD model, Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.