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Daniel Norris Jones

Cooper/Haims Advisors, LLC

Victor, NY

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Current Employers
Cooper/Haims Advisors, Llc

50 Square Drive Suite 210, Victor, NY 14564 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
  • NY RA
    APPROVED
    Since 2021-04-19

Branch Locations

50 Square Drive Suite 210, Victor, NY 14564 • 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
Nixon Peabody Financial Advisors, Llc Rochester NY 12/2014 11/2018
Nixon Peabody, Llp Rochester NY 12/2014 11/2018
Cooper/Haims Advisors, Llc Victor NY 12/2018 Present
  • 12/2014 → 11/2018
    Nixon Peabody Financial Advisors, Llc
    Rochester, NY
  • 12/2014 → 11/2018
    Nixon Peabody, Llp
    Rochester, NY
  • 12/2018 → Present
    Victor, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-05
S66 Uniform Combined State Law Examination 2006-10-16
  • S65 Uniform Investment Adviser Law Examination
    2015-11-05
  • S66 Uniform Combined State Law Examination
    2006-10-16
Designations
Other Names
  • Dan Jones

View on SEC IAPD

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