Daniel Mark Robson

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-08
GA	RA	APPROVED	2018-12-19

TX RA
APPROVED

Since 2020-04-08
GA RA
APPROVED

Since 2018-12-19

Branch Locations

5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2018	11/2018
Jpmorgan Chase & Co	Marietta	GA	09/2009	05/2018
Morgan Stanley	Atlanta	GA	11/2018	Present

05/2018 → 11/2018

Edward Jones

St Louis, MO
09/2009 → 05/2018

Jpmorgan Chase & Co

Marietta, GA
11/2018 → Present

Morgan Stanley

Atlanta, GA

Previous Registrations

2018-07-16 → 2018-11-21

Edward Jones

Acworth, GA

St Louis, MO

Marietta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-13

S66 Uniform Combined State Law Examination

2018-07-13

Other Names

Dan Robson

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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