Daniel Stephen Wimer

Current Employers

Employment History

• 09/2017 → 05/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2013 → 04/2017
  Park-Ops Valet Service
  Philadelphia, PA
• 08/2013 → 08/2017
  Temple University
  Philadelphia, PA
• 05/2019 → 06/2023
  Ubs Financial Services Inc.
  Charlotte, NC
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Previous Registrations

• 2019-06-21 → 2023-08-14
  Ubs Financial Services Inc.
  Charlotte, NC

Other Businesses

I*4667268 Entity Type: Fiduciary role Name of OBA: K. W. TTEE D. S W. TTEE U/A DTD 12/15/2025 Address: Fort Mill, South Carolina, 29708 Investment Related: No Position, Title, Association: TTEE Employee Start Date: 06/05/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: TTEE/Self and Spouse I*5535269, Entity Type Entity Charitable, Name of OBA: Neighborhood Hope Address: Charlotte North Carolina 28212 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2026 No Hours: 2 Monthly No Hours during trading: 0 Duties: I will sit on the board with 6 other individuals to provide the organization with necessary tools and governance to succeed in its responsible growth efforts. Neighborhood Hope serves communities through programs such as tutoring, Connect Nights, summer camps, and career and life skills development. Our volunteers and staff work directly within neighborhoods to build trust, mentor youth, and support families as they pursue stability and purpose.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-21
• S63 Uniform Securities Agent State Law Examination
  2017-11-03

Other Names

• Daniel Wimer