Inactive

Danielle Elizabeth Bailey

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Current Employers

Balentine

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-14

NC RA
APPROVED

Since 2026-04-14

Branch Locations

301 Hillsborough Street Suite 920, Raleigh, NC 27603 • United States

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Balentine	Atlanta	GA	04/2023	Present
Envestnet	Raleigh	NC	06/2022	12/2022
East Carolina University	Greenville	NC	03/2020	04/2022
Blackened Kraken	Greenville	NC	07/2020	05/2021
Jimmy Johns	Cornelius	NC	04/2015	08/2017
East Carolina University	Greenville	NC	08/2017	05/2020
Unemployed	Raleigh	NC	12/2022	04/2023

04/2023 → Present

Balentine

Atlanta, GA
06/2022 → 12/2022

Envestnet

Raleigh, NC
03/2020 → 04/2022

East Carolina University

Greenville, NC
07/2020 → 05/2021

Blackened Kraken

Greenville, NC
04/2015 → 08/2017

Jimmy Johns

Cornelius, NC
08/2017 → 05/2020

East Carolina University

Greenville, NC
12/2022 → 04/2023

Unemployed

Raleigh, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-14

S65 Uniform Investment Adviser Law Examination

2026-04-14

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ADVISORY SERVICES NETWORK

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

William Dean Cotton

Earl Scott Butcher

DAVID JEFFREY HERMAN

JAY DAVID MCKINNEY

BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC

ADVISORY SERVICES NETWORK · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC

EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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