Daniel Whittle

Current Employers

Employment History

• 09/2011 → 11/2021
  Fidelity Investments
  Westlake, TX
• 03/2026 → Present
  Bernstein Private Wealth Management
  Dallas, TX
• 11/2021 → 03/2026
  Northern Trust
  Dallas, TX

Previous Registrations

• 2010-10-05 → 2011-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2010-08-10 → 2010-09-27
  Wells Fargo Investments, Llc
  Flower Mound, TX
• 2008-04-11 → 2010-07-27
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Flower Mound, TX
  Dallas, TX
  Flower Mound, TX
  Addison, TX

Other Businesses

OAA#: 13772 | Org Name:Majesty Staffing | Org Addr:dallas, TX, US | Nature of Bus:Staffing Agency | Invst Rel:N | Title:Field Net Operations Crew | Duties:Raise field goal nets at Dallas Cowboys home football games | Start Dt:08/09/2009 | Total Hrs p/m:8 | Sec Trdng Hrs p/m:0 OAA#: 17289 | Org Name:daniel whittle | Org Addr:dallas, TX, US | Nature of Bus:I recorded a music album that will be for sale | Invst Rel:N | Title:Artist | Duties:I wrote, produced, and recorded the album | Start Dt:06/05/2012 | Total Hrs p/m:.01 | Sec Trdng Hrs p/m:0 OAA#: 25355 | Org Name:Daniel Whittle | Org Addr:dallas, TX, US | Nature of Bus:Music | Invst Rel:N | Title:Singer | Duties:Song I wrote will be featured in an upcoming documentary. Song will be available for digital sale | Start Dt:11/05/2013 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0 OAA#: 48407 | Org Name:Acting | Org Addr:Dallas, TX, US | Nature of Bus:Acting | Invst Rel:N | Title:Actor | Duties:Acting | Start Dt:02/02/2017 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-09
• S65 Uniform Investment Adviser Law Examination
  2008-04-10

Designations

Other Names

• Daniel Whittle
• Daniel Ello Whittle
• Daniel E Whittle
• Daniel Whittle