Danielle Starr Washington

Current Employers

Employment History

• 08/2016 → 04/2019
  Polaris Greystone Financial Group, Llc
  Troy, MI
• 08/2016 → 04/2019
  Polaris Greystone Advisory Group, Llc
  Troy, MI
• 04/2019 → 03/2024
  Sequoia Financial Group
  Akron, OH
• 03/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2019-05-16 → 2024-02-13
  Sequoia Financial Group, L.L.C.
  Akron, OH
  Troy, MI
• 2016-11-17 → 2019-04-23
  Polaris Wealth Advisory Group
  Troy, MI
• 2017-02-16 → 2019-04-23
  Polaris Greystone Advisory Group, Llc
  Troy, MI
• 2016-09-12 → 2016-12-31
  Polaris Greystone Advisory Group, Llc
  Troy, MI
• 2016-01-12 → 2016-09-16
  Pruco Securities, Llc.
  Troy, MI
• 2013-07-15 → 2015-09-23
  Citizens Securities, Inc.
  St. Clair Shores, MI
  Harper Woods, MI
  Detroit, MI
  Grosse Pointe Woods, MI
  Columbus, OH
  Macomb Township, MI
  Detroit, MI
  Fairlawn, OH
• 2012-10-01 → 2013-07-03
  J.P. Morgan Securities Llc
  Detroit, MI
  Detroit, MI
  Detroit, MI
  Warren, MI
  Detroit, MI
  Detroit, MI
• 2010-12-10 → 2012-10-01
  Chase Investment Services Corp.
  Warren, MI
  Detroit, MI
  Detroit, MI
  Detroit, MI
  Detroit, MI
  Oakland Township, MI
  Detroit, MI
  Detroit, MI

Other Businesses

1. Gerson Lehrman Group, Inc., Investment related: N, Detroit, MI, network of experts for informed decision making, Consultant, 2/9/2024, 3 hours per month, 0 hours during trading hours, blind consulting regarding industry practices, software use and experiences. 2. Detroit Style Skating Club, Investment related: N, Detroit, MI, skating club, Board Member/Secretary, 2/9/2024, 4 hours per month, 0 hours during trading hours, Discussing existing expenses and potential expenses of the club.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-26

Designations

Other Names

• Danielle S Washington