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Daniel Monroe Chestnut

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-02
TX RA APPROVED_RES 2023-07-27
  • FL RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED_RES
    Since 2023-07-27

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2023 Present
Apps Home Remodeling Montgomery AL 10/2021 12/2022
The Carlton Jacksonville FL 04/2021 09/2021
Fracture Gainesville FL 12/2019 04/2021
Workout Anytime Jacksonville FL 03/2017 08/2019
Planet Fitness Jacksonville FL 12/2014 01/2017
Red Lobster Jacksonville FL 07/2019 11/2019
Bank Of America, N.A. Jacksonville FL 02/2025 Present
  • 01/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 10/2021 → 12/2022
    Apps Home Remodeling
    Montgomery, AL
  • 04/2021 → 09/2021
    The Carlton
    Jacksonville, FL
  • 12/2019 → 04/2021
    Fracture
    Gainesville, FL
  • 03/2017 → 08/2019
    Workout Anytime
    Jacksonville, FL
  • 12/2014 → 01/2017
    Planet Fitness
    Jacksonville, FL
  • 07/2019 → 11/2019
    Red Lobster
    Jacksonville, FL
  • 02/2025 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-18
  • S66 Uniform Combined State Law Examination
    2023-07-18

View on SEC IAPD

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