Daniel Jackson

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Private Client Services	Louisville	KY	04/2017	06/2021
Uwharrie Investment Advisors	Albemarle	NC	03/2017	06/2021
Interstate Batteries	Monroe	NC	07/2012	03/2017
Old North State Club	New London	NC	02/2007	01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	07/2021	03/2022
Bank Of America, N.A.	Orlando	FL	07/2021	03/2022
The Vanguard Group, Inc.	Charlotte	NC	04/2022	09/2025
Outback Steak House	Tampa	NC	10/2022	09/2023
Water's Edge	Mt. Pleasant	SC	04/2023	05/2025
Azur	Charleston	SC	09/2023	03/2024
The James	Charleston	SC	01/2025	05/2025
Charles Schwab	Westlake	TX	09/2025	Present

04/2017 → 06/2021

Private Client Services

Louisville, KY
03/2017 → 06/2021

Uwharrie Investment Advisors

Albemarle, NC
07/2012 → 03/2017

Interstate Batteries

Monroe, NC
02/2007 → 01/2017

Old North State Club

New London, NC
07/2021 → 03/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
07/2021 → 03/2022

Bank Of America, N.A.

Orlando, FL
04/2022 → 09/2025

The Vanguard Group, Inc.

Charlotte, NC
10/2022 → 09/2023

Outback Steak House

Tampa, NC
04/2023 → 05/2025

Water's Edge

Mt. Pleasant, SC
09/2023 → 03/2024

Azur

Charleston, SC
01/2025 → 05/2025

The James

Charleston, SC
09/2025 → Present

Charles Schwab

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-19

Other Firms