Dannielle B Thomas

Current Employers

Employment History

• 07/2015 → 05/2018
  Wells Fargo Bank, Na
  Irvine, CA
• 06/2018 → 02/2020
  Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc
  Irvine, CA
• 02/2020 → 03/2020
  Cuso Financial Services, L.P.
  San Diego, CA
• 01/2021 → 04/2022
  Edward Jones
  St. Louis, MO
• 01/2019 → Present
  Building Foundations
  Menifee, CA
• 04/2022 → 05/2024
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Temecula, CA
• 08/2023 → 12/2023
  Oral Roberts University
  Tulsa, OK
• 12/2024 → Present
  Bank Of America, N.A.
  Temecula, CA

Previous Registrations

• 2022-04-05 → 2024-05-16
  Wells Fargo Clearing Services, Llc
  Santa Ana, CA
  Irvine, CA
  Lake Forest, CA
• 2021-01-15 → 2022-04-06
  Edward Jones
  Laguna Hills, CA
  Lake Forest, CA
• 2020-02-18 → 2020-03-16
  Cuso Financial Services, L.P.
  Riverside, CA
  San Diego, CA
• 2018-09-17 → 2020-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA

Other Businesses

I*2109358, Entity Type Entity Charitable, Name of OBA: New Vision Ministries NVM Inc Address: Menifee California 92586 Investment Related: No Position, Title, Association: Officer Employee Start Date: 06/01/2021 No Hours: 16 hours monthly No Hours during trading: 0 monthly Duties: I am the founder and lead pastor of New Vision Ministries. I spend time developing lessons for participants and leading volunteer initiatives.I*: 2109358 Entity Type: Entity For Profit Name of OBA: Building Foundations Address: CheyenneWyoming82001 Investment Related: n Position, Title, Association: Owner Employee Start Date: 11/30/2024 No Hours: 10hr/wk No Hours during trading:0 Duties: This is the for profit part of my ministry. This is where I will be paid for mentorship and speaking engagements. As the owner of the company, I have hired staff to help build out the vision of the business. duties include oversight of staff and casting vision; setting goals for team and executing on closed speaking engagements and online mentorship clients. The mentorship will be paid to view pre recorded content that will be placed on a portal for them to watch at their convenience. this frees up my time to do mentorship whenever i am free. all meetings are preformed for this business on weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-14
• S63 Uniform Securities Agent State Law Examination
  2016-11-16

Other Names

• Dannielle Thomas
• Dannielle Brittany Thomas
• Dannielle Brown
• Dannielle Brittany Brown