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Daniel Patrick Dolan

Edward Jones

North Kansas City, MO

CRD 7312289

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-02
MO RA APPROVED 2021-02-03
  • TX RA
    APPROVED
    Since 2021-03-02
  • MO RA
    APPROVED
    Since 2021-02-03

Branch Locations

1907 Swift Avenue Suite 200, North Kansas City, MO 64116 • 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
Edward Jones St Louis MO 11/2020 Present
Grant Thornton Llp Kansas City MO 09/2016 10/2020
  • 11/2020 → Present
    Edward Jones
    St Louis, MO
  • 09/2016 → 10/2020
    Grant Thornton Llp
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-02
  • S66 Uniform Combined State Law Examination
    2021-02-02
Other Names
  • Danny Dolan

View on SEC IAPD

Nearby Firms

PROSPERITY PLANNING
CETERA INVESTMENT ADVISERS LLC
PRIVATE CLIENT SERVICES, LLC

Nearby Investors

RYAN KENT NOBLE
Justin Ronald Locke
KENNETH AUSTIN BORUM

Nearby Offices

PROSPERITY PLANNING · NORTH KANSAS CITY, MO
CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO
EDWARD JONES · North KANSAS CITY, MO

More in North Kansas City, MO

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