Richard S Danielson

Current Employers

Employment History

• 08/2004 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 10/2016 → 01/2023
  Benjamin F Edwards & Co
  Mandaville, LA
• 01/2023 → Present
  Concurrent Investment Advisors, Llc
  Mandeville, LA
• 01/2023 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Mandeville, LA

Previous Registrations

• 2016-10-14 → 2023-01-11
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Mandeville, LA
• 2005-03-02 → 2016-10-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mandeville, LA
  Metairie, LA

Other Businesses

1) Concurrent Advisors dba Danielson Tate Capital Partners. Investment-related. At registered location. RIA. Fianncial Advisor. Start: 01/2023. 160 hrs/month; all during trading hours. Financial Advisor. 2) Recreation District #1. Not investment-related. Located at Pelican Park, 63350 Pelican Drive, Mandeville, LA 70448. Board of Directors. Commissioner. Start: 06.2016. 4 hrs/month; 0 during trading hours. Duties: attend a regular monthly board meeting, along with the occasional special meeting. Provide oversight to the Director & Staff review and approve policies, review and approve the annual operating budget. 3) HeartGift Foundation. Not investment-related. Located at 5500 Prytania Blvd, Suite 306, New Orleans, LA 70115. Board of Directors. Member. Start: 07/2019. 2 hrs/month; 0 during trading hours. Duties: attend monthly board meetings and provide oversight to the program which brings children from other countries to New Orleans for life saving heart surgeries. 4) Lakeview Regional Medical Center. Not investment-related. Located at 95 Judge Tanner Blvd, Covington, LA 70433. Civic Organization. Board Member. Start: 05/2014. 2 hrs/month; 0 during trading hours. Duties: attend a board meeting every other month, participate in hospital activities when possible, and provide basic oversight for hospital operations. 5)Northshore Kiwanis Club of Mandeville. No investment-related. Located at 3090 E Causeway Approach, Mandeville, LA 70448. Civic Organization. Active Member. Start:02/2005. 5 hrs/month; 0 during trading hours. Duties: active member of the organization, attend regular membership meetings, participate in community service projects and other club activities. 6) Young Entrepreneurs Academy (YEA). Not investment-related. Located at 1514 Martens Dr, Hammond, LA 70402. Civic Organization. Volunteer Instructor. Start: 09/2022. 10 hrs/month; 0 during trading hours. Duties: serve as a volunteer instructor for the program which meets weekly between Sept & March for 2 hrs / week and helps students learn the basics of starting a business. 7) 4880 Partners LLC. Not investment-related. Located at 4880 Hwy 22, Mandeville, LA 70471. Real Estate Ownership. Member/Co-Owner. Start:01/2023. 0 hrs/month. This is the LLC that will own the office building that will be worked out of. 8) ST. Tammany Parish Fire District #4. No investment-Related. Located at 709 Girod Street, Mandeville LA 70448. Chairman, Board of Commissioners.12/2024. 2. 0. Attend & oversee monthly meetings of the board of commissioners. This is an advisory board for one of the 13 fire districts. The board provides guidance to the fire district and oversees the annual budget. 9) St. Tammany Chamber of Commerce. Not Investment Related. Located at 610 Hollycrest Blvd, Covington LA 70433. Board Member. 1/13/2025. 2. 0. Attend monthly meetings. 10) Danielson Tate Capital Holdings LLC Investment related Located at 4880 Highway 22 Mandeville LA 70471 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company

Exams

• S66 Uniform Combined State Law Examination
  2005-03-01