Andrew Joseph Hess

Current Employers

Employment History

• 03/2017 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 01/2014 → 03/2017
  Bank Of America
  Newark, DE
• 09/2018 → 10/2023
  Daniels + Tansey, Llp
  Wilmington, DE
• 10/2023 → Present
  Creative Planning, Llc
  Wilmington, DE

Previous Registrations

• 2018-09-17 → 2023-10-06
  Daniels + Tansey, L.L.P.
  Wilmington, DE
• 2017-10-27 → 2018-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE

Other Businesses

Tri-State Underground; Townsend, DE; not investment related; nature of the business is underground construction; position is CFO; start date 1.1.2022; 15 hours per month/0hours per month during trading; Duties=responsible for overseeing company's financial activities and help guide business development as a strategic advisor.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-26

Designations

Other Names

• Andy Hess
• Andrew Hess