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Daniel D Short

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Whitefish, MT

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-10-21
MT RA APPROVED 1997-07-03
  • TX RA
    APPROVED
    Since 2005-10-21
  • MT RA
    APPROVED
    Since 1997-07-03

Branch Locations

142 Baker Ave, Whitefish, MT 59937 • 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 Whitefish MT 05/1997 Present
Bank Of America,N.A. Whitefish MT 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-07
S63 Uniform Securities Agent State Law Examination 1986-06-07
  • S65 Uniform Investment Adviser Law Examination
    1995-01-07
  • S63 Uniform Securities Agent State Law Examination
    1986-06-07
Other Names
  • Dan Short
  • Daniel Davis Short

View on SEC IAPD

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EDWARD JONES · WHITEFISH, MT
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STATE FARM INVESTMENT MANAGEMENT CORP. · Whitefish, MT
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KILTERHOWLING LLC · Whitefish, MT
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