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Anthony Peter Conti

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jupiter, FL

Palm Beach Gardens, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-26
TX RA APPROVED 2021-05-04
  • FL RA
    APPROVED
    Since 2021-05-26
  • TX RA
    APPROVED
    Since 2021-05-04

Branch Locations

5470 S Central Blvd, Jupiter, FL 33458 • United States

2525 Pga Blvd, Palm Beach Gardens, FL 33410 • 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 Stuart FL 10/2019 Present
Bank Of America, N.A. Stuart FL 10/2019 Present
Wells Fargo Jupiter FL 04/2018 10/2019
Treasure Coast Miata Hobe Sound FL 08/2013 02/2018
Palm Beach Atlantic University West Palm Beach FL 12/2016 05/2019
  • 10/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Stuart, FL
  • 10/2019 → Present
    Bank Of America, N.A.
    Stuart, FL
  • 04/2018 → 10/2019
    Wells Fargo
    Jupiter, FL
  • 08/2013 → 02/2018
    Treasure Coast Miata
    Hobe Sound, FL
  • 12/2016 → 05/2019
    Palm Beach Atlantic University
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
  • S66 Uniform Combined State Law Examination
    2021-03-22

View on SEC IAPD

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CHARLES JOHN DANIELS

Other Offices

SLATESTONE WEALTH LLC · JUPITER, FL
&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL

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