Joseph Daniel Wright

Current Employers

Employment History

• 03/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 02/2015 → Present
  Bank Of America, N.A.
  Atlanta, GA

Other Businesses

I*84740 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MADRE I LLC INVESTMENT RELATED: YES ADDRESS OF BUSINESS: ATLANTA, GEORGIA 30342 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PASSIVE HOLDING COMPANY FOR RENTAL INVESTMENT PROPERTY I*131051 Entity Type: For-Profit Organization Name of outside business organization: Happy Hollow Enterprises LLC Investment related: Yes Address of business: Atlanta, Georgia 30327 Position, title, association: Owner Start date of relationship: 6/1/2020 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 1 Duties: Family LLC for aggregating assets. I*1827268, Entity Type: For Profit, Name of OBA: Family Skin Specialists LLC, Address: Atlanta, GA, 30339, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 10/01/2024,No Hours: 5hrs/Mo, No Hours during trading: 0, Duties: Family Skin Specialists LLC is my wife's de novo dermatology office. As she starts up my intention is to help use my strengths to cover her weaknesses by setting up her bookkeeping software and payroll systems, so she can focus on patient care and acquisition. After set up eventually these tasks will be delegated to a paid medical office manager. The ownership structure was recommended by the healthcare attorney as proper setup for a nonphysician-owned practice under the Georgia Medical Board. I*: 2911272 Entity Type: Fiduciary role Name of OBA: FAMILY SKIN SPECIALISTS, LLC 401k FBO JDW Address: Atlanta, GA 30339 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Co-Trustee I*: 2911271 Entity Type: Fiduciary role Name of OBA: FAMILY SKIN SPECIALISTS, LLC 401K Address: Atlanta, GA 30339 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Co-Trustee I*4502267, Entity Type Entity For Profit, Name of OBA: Happy Hollow Properties II LLC Address:AtlantaGeorgia30339 Investment Related:No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/02/2026 No Hours:1 Monthly No Hours during trading: 1 Monthly Duties:Signatory as Manager of Happy Hollow Enterprises LLC, which is the sole member of Happy Hollow Properties II LLC. Happy Hollow Properties II LLC is an LLC subsidiary of the already-approved Happy Hollow Enterprises LLC. The Properties LLC's purpose is to acquire a parcel of undeveloped land in Douglas County, Georgia, and build a single-tenant medical office building for use by my wife's operating business, Family Skin Specialists LLC.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22

Other Names

• Dan Wright