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Jeffrey Daniel Hagan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Omaha, NE

New York, 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 2022-11-18
NE RA APPROVED 2022-10-28
  • TX RA
    APPROVED
    Since 2022-11-18
  • NE RA
    APPROVED
    Since 2022-10-28

Branch Locations

13321 California St, Omaha, NE 68154 • United States

One Bryant Park, New York, NY 10036 • 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
Modern Equipment Co Omaha NE 07/2012 09/2017
Hy-Vee Omaha NE 06/2015 06/2017
Thrivent Investment Management Inc Omaha NE 05/2017 07/2018
Thrivent Financial Appleton WI 09/2017 11/2017
Thrivent Financial Appleton WI 11/2017 07/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 08/2018 Present
  • 07/2012 → 09/2017
    Modern Equipment Co
    Omaha, NE
  • 06/2015 → 06/2017
    Hy-Vee
    Omaha, NE
  • 05/2017 → 07/2018
    Thrivent Investment Management Inc
    Omaha, NE
  • 09/2017 → 11/2017
    Thrivent Financial
    Appleton, WI
  • 11/2017 → 07/2018
    Thrivent Financial
    Appleton, WI
  • 08/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-26
S63 Uniform Securities Agent State Law Examination 2017-08-18
  • S66 Uniform Combined State Law Examination
    2022-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-08-18
Other Names
  • Jeff D. Hagan
  • Jeffrey Daniel Hagan
  • Jeffrey D Hagan
  • Jeffrey Hagan

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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