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Daniel Eduardo Montana

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-17
TX RA APPROVED 2024-09-06
  • FL RA
    APPROVED
    Since 2024-10-17
  • TX RA
    APPROVED
    Since 2024-09-06

Branch Locations

26301 Us Highway 19 N, Clearwater, FL 33761 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 09/2020 Present
My Car Corp Lakewood NJ 05/2019 09/2020
Kean University Union NJ 01/2019 05/2021
Ocean County College Toms River NJ 01/2017 05/2019
Bank Of America Tampa FL 09/2020 04/2022
Bank Of America Tampa FL 04/2022 06/2024
All Cleaning Solutions Toms River NJ 06/2016 01/2017
Bank Of America, N.A. Tampa FL 07/2024 Present
  • 09/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 05/2019 → 09/2020
    My Car Corp
    Lakewood, NJ
  • 01/2019 → 05/2021
    Kean University
    Union, NJ
  • 01/2017 → 05/2019
    Ocean County College
    Toms River, NJ
  • 09/2020 → 04/2022
    Bank Of America
    Tampa, FL
  • 04/2022 → 06/2024
    Bank Of America
    Tampa, FL
  • 06/2016 → 01/2017
    All Cleaning Solutions
    Toms River, NJ
  • 07/2024 → Present
    Bank Of America, N.A.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-27
  • S66 Uniform Combined State Law Examination
    2024-08-27

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

More in Clearwater, FL

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