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 2021-01-06
NV RA APPROVED 2018-09-06
SC RA APPROVED 2013-05-02
NC RA APPROVED 2009-10-23
  • TX RA
    APPROVED
    Since 2021-01-06
  • NV RA
    APPROVED
    Since 2018-09-06
  • SC RA
    APPROVED
    Since 2013-05-02
  • NC RA
    APPROVED
    Since 2009-10-23

Branch Locations

2100 Ross Ave, Dallas, TX 75201 • United States

Southlake, TX • 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
Bank Of America, N.A. Greenville SC 04/2005 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 10/2009 Present
Previous Registrations
  • 2005-07-13 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Lenoir, NC
    Lenoir, NC
Other Businesses

I*7946 For profit or not for profit: Name of outside business organization: Daniel Greene Investment related: Address of business: Boone, North Carolina 28607 Nature of business: , Position, title, association: , Start date of relationship: 5/20/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2200282, Entity Type: Entity Charitable, Name of OBA: The Crystal Charity Ball , Address: Dallas, Texas, 75219, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/31/2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties: Since 1952, the sole purpose of The Crystal Charity Ball has been to aid, support and make contributions to children's charities in Dallas County. As a nonprofit organization, independent of any national affiliation, members of The Crystal Charity Ball Committee have distributed more than $198 million to 160 worthy beneficiaries over the past 73 years.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-12
  • S66 Uniform Combined State Law Examination
    2005-07-12
Other Names
  • Danny Greene
  • Daniel Greene

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor