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Gregory S Daniels

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Albany, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-11
NY RA APPROVED 2025-01-30
  • TX RA
    APPROVED
    Since 2025-02-11
  • NY RA
    APPROVED
    Since 2025-01-30

Branch Locations

69 State St, Albany, NY 12207 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 10/2024 Present
Ups Latham NY 09/2024 10/2024
Amazon Castleton On Hudson NY 10/2023 09/2024
Cvs Columbus OH 01/2022 08/2023
Schuyler Meadows Club Loudonville NY 08/2016 08/2021
The Ohio State University Columbus OH 08/2019 12/2023
Catholic Central High School Troy NY 08/2014 06/2019
Bank Of America, N.A Albany NY 01/2025 Present
  • 10/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Albany, NY
  • 09/2024 → 10/2024
    Ups
    Latham, NY
  • 10/2023 → 09/2024
    Amazon
    Castleton On Hudson, NY
  • 01/2022 → 08/2023
    Cvs
    Columbus, OH
  • 08/2016 → 08/2021
    Schuyler Meadows Club
    Loudonville, NY
  • 08/2019 → 12/2023
    The Ohio State University
    Columbus, OH
  • 08/2014 → 06/2019
    Catholic Central High School
    Troy, NY
  • 01/2025 → Present
    Bank Of America, N.A
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-29
  • S66 Uniform Combined State Law Examination
    2025-01-29

View on SEC IAPD

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JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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