Dalton Keith

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-28
IA	RA	APPROVED	2024-11-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Des Moines	IA	10/2023	Present
Financial Plus Credit Union	Des Moines	IA	04/2023	09/2023
Extended Travel	Basseterre		12/2021	04/2023
Vivint Smart Home Security	Helena	MT	06/2021	12/2021
Helena Public Schools	Helena	MT	12/2020	04/2021
Southern New Hampshire University	Helena	MT	06/2020	10/2020
Carroll College	Helena	MT	08/2017	05/2020
Delta High School	Delta	UT	08/2014	08/2017
Pediatric Dentistry	Helena	MT	12/2019	06/2020
Panda Express	Helena	MT	08/2019	09/2019
Carroll College	Helena	MT	09/2018	11/2018
Carroll College	Helena	MT	08/2018	05/2020
Montana Fabrication	Helena	MT	09/2020	09/2023
Bank Of America, N.A.	Des Moines	IA	10/2024	Present

10/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Des Moines, IA
04/2023 → 09/2023

Financial Plus Credit Union

Des Moines, IA
12/2021 → 04/2023

Extended Travel

Basseterre
06/2021 → 12/2021

Vivint Smart Home Security

Helena, MT
12/2020 → 04/2021

Helena Public Schools

Helena, MT
06/2020 → 10/2020

Southern New Hampshire University

Helena, MT
08/2017 → 05/2020

Carroll College

Helena, MT
08/2014 → 08/2017

Delta High School

Delta, UT
12/2019 → 06/2020

Pediatric Dentistry

Helena, MT
08/2019 → 09/2019

Panda Express

Helena, MT
09/2018 → 11/2018

Carroll College

Helena, MT
08/2018 → 05/2020

Carroll College

Helena, MT
09/2020 → 09/2023

Montana Fabrication

Helena, MT
10/2024 → Present

Bank Of America, N.A.

Des Moines, IA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-15

Other Firms