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Daniel Jeremi Smyth

Mariner

San Pablo, CA

Walnut Creek, CA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-17
  • CA RA
    APPROVED
    Since 2026-03-17

Branch Locations

San Pablo, CA • United States

1676 N California Blvd Suite 550, Walnut Creek, CA 94596 • 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
Puritan Financial Dublin CA 09/2016 01/2017
Puritan Financial Dublin CA 01/2017 06/2017
North Berkeley Investment Partners Berkeley CA 06/2017 03/2026
Mariner Overland Park KS 03/2026 Present
  • 09/2016 → 01/2017
    Puritan Financial
    Dublin, CA
  • 01/2017 → 06/2017
    Puritan Financial
    Dublin, CA
  • 06/2017 → 03/2026
    North Berkeley Investment Partners
    Berkeley, CA
  • 03/2026 → Present
    Mariner
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
Designations

View on SEC IAPD

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