Daniel James Downard

Current Employers

Employment History

• 03/2012 → 05/2017
  Lenscrafters
  Fair Oaks, CA
• 03/2016 → 03/2017
  Waddell & Reed Inc
  Sacramento, CA
• 05/2017 → 07/2017
  Scottrade, Inc.
  Sacramento, CA
• 07/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Elk Grove, CA
• 07/2017 → Present
  Bank Of America, N.A.
  Elk Grove, CA

Previous Registrations

• 2017-05-23 → 2017-07-17
  Scottrade Investment Management
  Saint Louis, MO
• 2016-11-07 → 2017-03-07
  Waddell & Reed
  Sacramento, CA

Other Businesses

I*854331For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Chico, California, 95926Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/18/2022Number of hours devoted: 0 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties I*9831For profit or not for profit: Name of outside business organization: Quadplex Investment related: Address of business:Chico, California 95926Nature of business: Position, title, association: , Start date of relationship: 8/17/2020Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0 I*126679For profit or not for profit: Non-Profit OrganizationName of outside business organization: Amazon self-published authorInvestment related: NAddress of business:Sacramento, California 95820Nature of business: Other, No corporate structure. Not for profit.Position, title, association: Other, AuthorStart date of relationship: 9/23/2019Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Self-published novel made available on Amazon.com. I do not sell nor market this product nor do I collect any proceeds from the sale thereof. This product is listed-at cost. Sale of this product is handled entirely by Amazon.com. I*5931For profit or not for profit: Name of outside business organization: Duplex - 1 side is rentInvestment related: Address of business:Sacramento, California 95822Nature of business: ,Position, title, association: , Start date of relationship: 11/8/2017Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0Duties: I*1776335Entity Type, Name of OBA: Rental Property 2Address: ChicoCalifornia95926Investment Related: NoCompensation: YesPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 04/01/2024No Hours: WeeklyNo Hours during trading: 0Duties: I*3758335, Entity Type Entity For Profit, Name of OBA: Evergreen Solutions Property Management LLC Address: Sacramento California 95928 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/31/2026 No Hours: 0 No Hours during trading: 0 Duties: Owner. A hired property manager will handle day to day. LLC created for liability protection to own a real estate asset.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-05

Other Names

• Daniel James Downard
• Daniel Downard