Eugene Norman Daniller

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Mclean, VA
• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 05/2017 → Present
  Carson Wealth Management Group
  Omaha, NE
• 05/2017 → Present
  Equity Planning Inc
  Omaha, NE
• 06/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2008-07-11 → 2017-05-17
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Mclean, VA
  Mclean, VA
  Mclean, VA
• 1998-01-01 → 2008-07-07
  Banc Of America Investment Services, Inc.
  Washington, DC
  Mclean, VA
  Mclean, VA
  Rockville, MD

Other Businesses

(1) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. (2) NAME OF OTHER BUSINESS: EQUITY PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2017 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL SUPPORT ROLE

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-07
• S63 Uniform Securities Agent State Law Examination
  1994-10-04

Other Names

• Gene Daniller