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Daniel Patrick Long

Stifel, Nicolaus & Company, Incorporated

Sarasota, FL

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-04
FL RA APPROVED 2019-09-12
  • TX RA
    APPROVED_RES
    Since 2021-01-04
  • FL RA
    APPROVED
    Since 2019-09-12

Branch Locations

2 North Tamiami Trail, Sarasota, FL 34236 • 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
Ubs Financial Services Albany NY 01/2017 03/2019
Clean Team Wildwood Wildwood NJ 07/2012 09/2016
Macks Pizza Wildwood NJ 05/2016 09/2016
Unemployed Cape May NJ 10/2016 12/2016
Stifel Nicolaus & Co Inc Sarasota FL 08/2019 Present
Unemployed Saint Petersburg FL 03/2019 08/2019
  • 01/2017 → 03/2019
    Ubs Financial Services
    Albany, NY
  • 07/2012 → 09/2016
    Clean Team Wildwood
    Wildwood, NJ
  • 05/2016 → 09/2016
    Macks Pizza
    Wildwood, NJ
  • 10/2016 → 12/2016
    Unemployed
    Cape May, NJ
  • 08/2019 → Present
    Stifel Nicolaus & Co Inc
    Sarasota, FL
  • 03/2019 → 08/2019
    Unemployed
    Saint Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-17
  • S66 Uniform Combined State Law Examination
    2018-05-17
Other Names
  • Daniel Patrick Long
  • Daniel Long

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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