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Detailed Report
AIMEE M DANIELS
AIMEE MARIE WAGNER
CRD#: 2405990
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 800 E COLORADO BLVD
PASADENA, CA 91101
Registration History
199820002002200420062008201020122014201620182020202220242026IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2001 - Present (23 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2000 - Present (24 years)BSALOMON SMITH BARNEY INC. (CRD# 7059)1998 - 2000 (2 years)
License(s)

State Registrations

B
Arizona 10/17/2001
B
New York 1/5/2009
B
California 11/9/2000
B
North Carolina 5/7/2009
IA
California 6/13/2001
B
Oklahoma 3/10/2025
B
Hawaii 10/17/2001
B
Oregon 10/17/2001
B
Illinois 9/11/2019
B
South Carolina 7/16/2019
B
Iowa 10/17/2001
B
Texas 10/17/2001
B
Maryland 1/7/2025
IA
Texas 10/17/2001
B
Massachusetts 2/7/2019
B
Virginia 9/30/2015
B
Nevada 10/17/2001

SRO Registrations

B
 Cboe BYX Exchange, Inc.
B
 Cboe BZX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 Nasdaq Stock Market
B
 New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
800 E COLORADO BLVD, PASADENA, CA 91101
Altadena, CA
Registered with this firm since 6/13/2001
B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
800 E COLORADO BLVD, PASADENA, CA 91101
Altadena, CA
Registered with this firm since 11/9/2000
Previous Registration(s)
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B
 09/16/1998 - 09/29/2000 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.