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Daniel Palmer Lundeberg

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Iselin, NJ

Arlington Heights, IL

Chicago, IL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-07
IL RA APPROVED 2019-04-24
  • TX RA
    APPROVED
    Since 2019-05-07
  • IL RA
    APPROVED
    Since 2019-04-24

Branch Locations

194 Wood Ave S Ci Business Controls, Iselin, NJ 08830 • United States

Arlington Heights, IL • United States

540 W Madison St Ci Relationship Management, Chicago, IL 60661 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 02/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-23
S63 Uniform Securities Agent State Law Examination 2016-04-15
  • S66 Uniform Combined State Law Examination
    2019-04-23
  • S63 Uniform Securities Agent State Law Examination
    2016-04-15
Other Names
  • Daniel Lundeberg
  • Daniel P Lundeberg

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARSIPPANY, NJ
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PARSIPPANY, NJ
VETERI PLACE CORPORATION · PARSIPPANY, NJ
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ

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