Inactive

Dana Merrill Scheer

Foster City, CA

Claim This Profile

Current Employers

Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	1997-07-08

CA RA
APPROVED

Since 1997-07-08

Branch Locations

950 Tower Lane, Foster City, CA 94404 • 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
Bailard Fund Services, Inc.	Foster City	CA	03/1994	06/2018
Bailard, Inc.	Foster City	CA	03/1994	Present

03/1994 → 06/2018

Bailard Fund Services, Inc.

Foster City, CA
03/1994 → Present

Bailard, Inc.

Foster City, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1997-08-27

S66 Uniform Combined State Law Examination

1997-08-27

Designations

Other Names

Dana M Scheer

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

SEMPERVIRENS VENTURES LLC

Other Investors

Ronald Timothy Clement

Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA

SUMMITRY, LLC · FOSTER CITY, CA

J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA

WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA

CELESTA · SAN MATEO, CA

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor