Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-23
CT RA APPROVED 2022-12-13
  • TX RA
    APPROVED
    Since 2023-01-23
  • CT RA
    APPROVED
    Since 2022-12-13

Branch Locations

25 Burlington Mall Rd, Burlington, MA 01803 • 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 Somerville MA 07/2022 Present
Bank Of America, N.A. Somerville MA 07/2022 Present
Bank Of America Boston MA 06/2021 08/2021
Providence College Providence RI 08/2018 05/2022
East Catholic High School Manchester CT 08/2014 08/2018
  • 07/2022 → Present
    Somerville, MA
  • 07/2022 → Present
    Bank Of America, N.A.
    Somerville, MA
  • 06/2021 → 08/2021
    Bank Of America
    Boston, MA
  • 08/2018 → 05/2022
    Providence College
    Providence, RI
  • 08/2014 → 08/2018
    East Catholic High School
    Manchester, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18
Other Names
  • Daniel Patrick Evans
  • Dan Evans

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor