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
NC RA APPROVED 2026-06-01
  • NC RA
    APPROVED
    Since 2026-06-01

Branch Locations

6000 Fairview Rd, Charlotte, NC 28210 • 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 Charlotte NC 05/2026 Present
Big Man Power Washing Charlotte NC 04/2020 05/2023
Mml Investors Services, Llc Charlotte NC 08/2025 05/2026
Massmutual Life Insurance Company Charlotte NC 06/2025 05/2026
North State Bank Wilmington NC 06/2024 08/2024
Zentra Llc Indian Trail NC 06/2023 08/2023
Autobell Carwash Charlotte NC 05/2019 08/2020
Carmel Christian School Matthews NC 08/2014 05/2021
Berry College Mount Berry NC 08/2021 05/2022
University Of North Carolina Wilmington Wilmington NC 08/2022 05/2025
Unemployed Charlotte NC 05/2025 06/2025
Bank Of America, N.A. Charlotte NC 07/2026 Present
  • 05/2026 → Present
    Charlotte, NC
  • 04/2020 → 05/2023
    Big Man Power Washing
    Charlotte, NC
  • 08/2025 → 05/2026
    Charlotte, NC
  • 06/2025 → 05/2026
    Massmutual Life Insurance Company
    Charlotte, NC
  • 06/2024 → 08/2024
    North State Bank
    Wilmington, NC
  • 06/2023 → 08/2023
    Zentra Llc
    Indian Trail, NC
  • 05/2019 → 08/2020
    Autobell Carwash
    Charlotte, NC
  • 08/2014 → 05/2021
    Carmel Christian School
    Matthews, NC
  • 08/2021 → 05/2022
    Berry College
    Mount Berry, NC
  • 08/2022 → 05/2025
    University Of North Carolina Wilmington
    Wilmington, NC
  • 05/2025 → 06/2025
    Unemployed
    Charlotte, NC
  • 07/2026 → Present
    Bank Of America, N.A.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Daniel Jones

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor