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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 2016-08-02
NC RA APPROVED 2016-05-19
  • TX RA
    APPROVED
    Since 2016-08-02
  • NC RA
    APPROVED
    Since 2016-05-19

Branch Locations

1 N Pack Sq, Asheville, NC 28801 • United States

Raleigh, NC • 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 Asheville NC 02/2016 Present
Self Employed - Real Estate Rehabilitation Asheville NC 09/2012 Present
Bank Of America, N.A. Asheville NC 04/2016 Present
Other Businesses

I*92113 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DANIEL STEWART INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ASHEVILLE, NORTH CAROLINA 28804 NATURE OF BUSINESS: PARTNERSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL DUPLEX IN NORTH ASHEVILLE. CO-MANAGE PROPERTY. ENSURE IT RUNS SMOOTHLY BUT IT IS NOT A TIME-CONSUMING ENDEAVOR, AS WITH MOST RENTAL PROPERTY. ISSUES THAT ARISE ARE TAKEN CARE OF BY CONTRACTORS OR CLEANERS AND NOT BY MYSELF. I*111509 For profit or not for profit: For-Profit Organization Name of outside business organization: Silver Run Holdings LLC Investment related: Y Address of business: Asheville, North Carolina 28806 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/22/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Silver run holdings LLC is a holding company for commercial real estate in Asheville, NC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-18
  • S66 Uniform Combined State Law Examination
    2016-05-18
Other Names
  • Daniel J Stewart

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