Daniel Widrich

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	10/2006	06/2018
Bank Of America, N.A	Jacksonville	FL	04/2012	06/2018
Td Ameritrade	Southlake	TX	06/2018	06/2020
Fidelity Investments	Westlake	TX	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2006 → 06/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
04/2012 → 06/2018

Bank Of America, N.A

Jacksonville, FL
06/2018 → 06/2020

Td Ameritrade

Southlake, TX
08/2020 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

2020-10-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2018-06-11 → 2020-07-02

Td Ameritrade, Inc.

Westlake, TX
2018-06-11 → 2020-07-02

Td Ameritrade Investment Management, Llc

Southlake, TX
2006-12-08 → 2018-05-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Jacksonville, FL

New York, NY
2005-01-24 → 2005-05-27

Truist Investment Services, Inc.

Ft. Lauderdale, FL
2004-04-13 → 2004-10-14

Morgan Stanley Dw Inc.

Ftlauderdale, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-12-05
S63	Uniform Securities Agent State Law Examination	2003-11-05