Daniel John Moran

Current Employers

Employment History

• 12/2009 → Present
  Bank Of America, N.A.
  Bloomington, MN
• 12/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN

Other Businesses

I*93292 ENTITY TYPE: NON-PROFIT ORGANIZATION NAME: OUR LADY OF GRACE CATHOLIC CHURCH INVESTMENT RELATED: NO ADDRESS OF BUSINESS: EDINA, MINNESOTA 55437 POSITION, TITLE, ASSOCIATION: PARTICIPANT START DATE OF RELATIONSHIP: 5/2/1994 NUMBER OF HOURS DEVOTED: 3 HOURS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE PURPOSE OF THE ENTITY IS TO FULFILL THE GOALS AND OBJECTIVES OF THE CATHOLIC CHURCH, I.E. PROCLAIM JESUS CHRIST IN WORD AND DEED. MY RESPONSIBILITIES ARE TO AID IN THAT MISSIONI*1780263 Entity Type: Fiduciary role Name of OBA: JRM and TMM JTWROS Address: Lakewood, CO Investment Related: No Position, Title, Association: Power of Attorney Start Date:04/04/2024 No Hours: 2 hrs annually No Hours during trading: 2 hrs annually Duties: Power of Attorney for ChildI*2071288, Entity Type Fiduciary role, Name of OBA: D J M SR TTEE M M R TTEE U/A DTD 07/09/1996 Address: Estero, Florida, 33928 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03-Nov-2024 No Hours: 4 Yearly No Hours during trading: 4 Yearly Duties: Power of Attorney for parentsI*2073257, Entity Type: Fiduciary role, Name of OBA: MLPF& S CUST FPO D J M IRA FBO D J M, Address: Estero, Florida, 33928, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04-Nov-2024, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: Power of Attorney for parentsI*2146277, Entity Type: Fiduciary role Name of OBA: D J M SR TTEE M M R TTEE U/A DTD , Address: Estero, Florida, 33928, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Jan-2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: Power of Attorney for parentsI*2244375, Entity Type: Fiduciary role Name of OBA: D J M SR M M R TTEEs U/A DTD 07/09/1996 , Address: Estero, Florida, 33928, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Apr-2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties: Power of Attorney for parentsI*2340265, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO T M M RRA FBO T M M , Address: Lakewood, Colorado, 80226, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10-Apr-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: Power of Attorney for parentsI*: 2815274 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO K. M P. RRA FBO K. M Address: San Diego, CA 92103 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/09/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 2 hrs annually Duties: Power of Attorney for Child/GrandchildI*: 2815273 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO W. F. P. RRA FBO W. F. P. Address: San Diego, CA 92103 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/09/2025Number of Hours: 2 hrs annually Number of Hours during trading: 2 hrs annually Duties: Power of Attorney for In LawsI*3184275Entity Type: N/AName of OBA: DANIEL J MORAN TTEE S S M TTEE U/A DTD 02/15/2011Address: Edina, Minnesota, 55424Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 11/24/2025Number of Hours: 2, YearlyNumber of Hours during trading: 2, YearlyDuties: Co-Trustee Self, SpouseI*3981266Name of OBA: S S M TTEE D J M JR TTEE U/A DTD 02/15/2011Address: Edina, MNInvestment Related: NoPosition: Co-TrusteeStart Date: 03/13/2026Hours: 3, YearlyHours during trading: 3, YearlyDuties: Spouse I*4525280 Name: D J M SR TTEE M M R TTEE U/A DTD 07/09/1996 Address: Chanhassen, MN Investment: No Association: POA Start Date: 5/11/26 Hours: 3, Yearly Hours during trading: 3, Yearly Duties: Parents, Siblings

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-27
• S63 Uniform Securities Agent State Law Examination
  1988-10-04

Other Names

• Daniel John (Jr) Moran