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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 2026-01-15
NJ RA APPROVED 2025-10-16
  • TX RA
    APPROVED
    Since 2026-01-15
  • NJ RA
    APPROVED
    Since 2025-10-16

Branch Locations

15 Commerce Blvd, Succasunna, NJ 07876 • 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
Titan Specialty Doors Lafayette NJ 06/2016 11/2022
Pace University New York NY 09/2017 05/2021
Unemployed Franklin NJ 09/2012 05/2017
Nylife Securities Llc New York NY 09/2021 10/2022
Unemployed New York NY 06/2021 08/2021
New York Life Insurance Agents New York NY 10/2021 10/2022
Jp Morgan Chase Bank, N.A. Boonton NJ 11/2022 08/2025
Jp Morgan Securities, Llc Boonton NJ 11/2022 08/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison NJ 08/2025 Present
Bank Of America, N.A. Madison NJ 10/2025 Present
  • 06/2016 → 11/2022
    Titan Specialty Doors
    Lafayette, NJ
  • 09/2017 → 05/2021
    Pace University
    New York, NY
  • 09/2012 → 05/2017
    Unemployed
    Franklin, NJ
  • 09/2021 → 10/2022
    Nylife Securities Llc
    New York, NY
  • 06/2021 → 08/2021
    Unemployed
    New York, NY
  • 10/2021 → 10/2022
    New York Life Insurance Agents
    New York, NY
  • 11/2022 → 08/2025
    Jp Morgan Chase Bank, N.A.
    Boonton, NJ
  • 11/2022 → 08/2025
    Jp Morgan Securities, Llc
    Boonton, NJ
  • 08/2025 → Present
    Madison, NJ
  • 10/2025 → Present
    Bank Of America, N.A.
    Madison, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-15
S63 Uniform Securities Agent State Law Examination 2022-08-12
  • S66 Uniform Combined State Law Examination
    2025-10-15
  • S63 Uniform Securities Agent State Law Examination
    2022-08-12
Other Names
  • Dan A Bolio
  • Daniel A Bolio
  • Daniel Anthony Bolio

View on SEC IAPD

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