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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 2025-11-04
FL RA APPROVED 2025-10-24
  • TX RA
    APPROVED
    Since 2025-11-04
  • FL RA
    APPROVED
    Since 2025-10-24

Branch Locations

14299 Tamiami Trl, North Port, FL 34287 • United States

24051 Veterans Blvd, Port Charlotte, FL 33954 • 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
Fidelity Investments Boston MA 04/2024 09/2025
Arlington Heights Environmental Commission Arlington Heights IL 06/2016 04/2020
Fidelity Investments Boston MA 06/2023 08/2023
Kinzinger For Congress Ottawa IL 05/2021 10/2021
Wintrust Financial Rosemont IL 05/2022 08/2022
Kenyon College Gambier OH 08/2022 04/2024
Rolling Meadows High School Rolling Meadows IL 06/2016 06/2017
Wheaton Academy West Chicago IL 06/2017 06/2020
Kenyon College Gambier OH 06/2020 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Port FL 09/2025 Present
Bank Of America, N.A. North Port FL 10/2025 Present
  • 04/2024 → 09/2025
    Fidelity Investments
    Boston, MA
  • 06/2016 → 04/2020
    Arlington Heights Environmental Commission
    Arlington Heights, IL
  • 06/2023 → 08/2023
    Fidelity Investments
    Boston, MA
  • 05/2021 → 10/2021
    Kinzinger For Congress
    Ottawa, IL
  • 05/2022 → 08/2022
    Wintrust Financial
    Rosemont, IL
  • 08/2022 → 04/2024
    Kenyon College
    Gambier, OH
  • 06/2016 → 06/2017
    Rolling Meadows High School
    Rolling Meadows, IL
  • 06/2017 → 06/2020
    Wheaton Academy
    West Chicago, IL
  • 06/2020 → 06/2024
    Kenyon College
    Gambier, OH
  • 09/2025 → Present
    North Port, FL
  • 10/2025 → Present
    Bank Of America, N.A.
    North Port, FL
Other Businesses

I*2947270, Entity Type Entity For Profit, Name of OBA: Young Living Address: LehiUtah 84043 Investment Related: No Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 03/14/2020 No Hours: 0.5 No Hours during trading: 0 Duties: Nothing, all I do is purchase products but am not involved in the actual development of the buisness. My mothers work which is a multi level marketing company. I do not do any work but receive a small amount of compensation due to the structure. (I do use the products)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2025-08-20
Other Names
  • Daniel Kowalczyk
  • Daniel Richard Kowalczyk

View on SEC IAPD

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