Daniela Sierra Castaneda

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-04-19
TX	RA	APPROVED	2024-04-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	12/2020	04/2024
Landau & Associates Pa	Sunrise	FL	07/2020	11/2020
Olen Living	Coral Springs	FL	05/2020	07/2020
The Diplomat Beach Resort	Hollywood	FL	02/2017	01/2021
Footlocker	Sunrise	FL	10/2014	01/2017
D'aNgelo Pizza	Weston	FL	11/2019	02/2020
Bank Of America, N.A.	Orlando	FL	10/2022	04/2024
Charles Schwab & Co., Inc	Orlando	FL	04/2024	Present
Schwab Wealth Advisory, Inc	Orlando	FL	04/2024	Present

12/2020 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
07/2020 → 11/2020

Landau & Associates Pa

Sunrise, FL
05/2020 → 07/2020

Olen Living

Coral Springs, FL
02/2017 → 01/2021

The Diplomat Beach Resort

Hollywood, FL
10/2014 → 01/2017

Footlocker

Sunrise, FL
11/2019 → 02/2020

D'aNgelo Pizza

Weston, FL
10/2022 → 04/2024

Bank Of America, N.A.

Orlando, FL
04/2024 → Present

Charles Schwab & Co., Inc

Orlando, FL
04/2024 → Present

Schwab Wealth Advisory, Inc

Orlando, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-14

Other Firms