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Daniel Kenny Oconnell

Wells Fargo Investment Institute, Inc.

Dallas, TX

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Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

Branch Locations

8115 Preston Rd # 300, Dallas, TX 75225 • 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
Wells Fargo Investment Institute, Inc Dallas TX 11/2021 Present
Wells Fargo Private Bank Dallas TX 08/2015 Present
Previous Registrations
  • 1989-07-17 → 2005-05-19
    Morgan Stanley Dw Inc.
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-07-21
  • S63 Uniform Securities Agent State Law Examination
    1986-07-21
Designations
Other Names
  • Daniel Oconnell

View on SEC IAPD

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