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Daniel Lynn Green

Edward Jones

Ft Worth, TX

CRD 4729343

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-07-03
  • TX RA
    APPROVED
    Since 2007-07-03

Branch Locations

1201 W Magnolia Ave Ste 255, Ft Worth, TX 76104-4371 • 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
Edward Jones St Louis MO 11/2003 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
S63 Uniform Securities Agent State Law Examination 2004-01-17
  • S66 Uniform Combined State Law Examination
    2007-06-21
  • S63 Uniform Securities Agent State Law Examination
    2004-01-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

WADE MCKENZIE GRIMES
TIFFANY DAWN MUIRHEAD
CLINT DAVID MUIRHEAD

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · FT WORTH, TX
CETERA INVESTMENT ADVISERS LLC · FORT WORTH, TX
EDWARD JONES · FORT WORTH, TX

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