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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
Branch Locations
101 Longwater Circle Ste 203, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rockland | MA | 01/2014 | 06/2019 |
| Ameriprise Fiancial Services, Inc. | Hingham | MA | 07/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Hingham | MA | 03/2020 | 07/2024 |
| Daniel J. Galli & Associates | Norwell | MA | 07/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 10/2024 | Present |
DANIEL J. GALLI & ASSOCIATES; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; EMPLOYEE; START DATE=07/24; HRS/MO=160; TRADING HRS/MO=130; CREATING FINANCIAL PLANS FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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