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Dana Perry

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Fort Worth, TX

Weatherford, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2017-07-05
OK RA APPROVED 2017-06-27
TX RA APPROVED 2013-03-20
  • AR RA
    APPROVED
    Since 2017-07-05
  • OK RA
    APPROVED
    Since 2017-06-27
  • TX RA
    APPROVED
    Since 2013-03-20

Branch Locations

13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States

301 Commerce St, Fort Worth, TX 76102 • United States

Weatherford, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 05/2012 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-06
S63 Uniform Securities Agent State Law Examination 2001-06-25
  • S66 Uniform Combined State Law Examination
    2008-10-06
  • S63 Uniform Securities Agent State Law Examination
    2001-06-25
Other Names
  • Dana Ann Reese
  • Dana Neese Murphy
  • Dana Ann Neese
  • Dana Neese Murphy
  • Dana Neese Perry

View on SEC IAPD

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Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

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ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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