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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Boston | MA | 06/2022 | 08/2025 |
| Massmutual Life Insurance Company | Boston | MA | 04/2022 | 08/2025 |
| Acadian Asset Management | Boston | MA | 06/2019 | 06/2022 |
| Bny Mellon | Boston | MA | 12/2018 | 05/2019 |
| Rsm Us Llp | Charlestown | MA | 07/2017 | 11/2018 |
| Boston College | Chestnut Hill | MA | 08/2013 | 05/2017 |
| Oppenheimer & Co. Inc. | Boston | MA | 08/2025 | Present |
Name: Daniel Krall Wealth Solutions, LLC Inv Rel: Y Addr: 62 H Street, Unit 2, Boston, MA 02127 Nature: Meant to help for tax filing and to receive compensation from MMLIS Start: 07/01/2023 No Hrs/Mo: 40 No Hrs/Mo Dur Trading: 40 (OPCO PENDING REVIEW)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
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