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Daniel Ryan Di Lulo
DANIEL R DI LULO
CRD#: 6571277
IA
B
MORGAN STANLEYCRD#: 149777 2882 Sand Hill Road
Suite 200
Menlo Park, CA 94025
Suite 200
Menlo Park, CA 94025
0
Disclosures
8
Years of Experience
View By:
State Registrations
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Alabama 11/30/2022
B
Nebraska 11/30/2022
B
Alaska 1/14/2019
B
Nevada 1/14/2019
B
Arizona 1/14/2019
B
New Hampshire 8/31/2021
B
Arkansas 8/31/2021
B
New Jersey 1/14/2019
B
California 8/9/2018
B
New Mexico 1/14/2019
IA
California 8/9/2018
B
New York 1/14/2019
B
Colorado 1/14/2019
B
North Carolina 1/14/2019
B
Connecticut 1/14/2019
B
North Dakota 11/30/2022
B
Delaware 1/14/2019
B
Ohio 1/15/2019
B
District of Columbia 1/14/2019
B
Oklahoma 1/14/2019
B
Florida 1/14/2019
B
Oregon 1/14/2019
B
Georgia 1/14/2019
B
Pennsylvania 1/14/2019
B
Hawaii 1/14/2019
B
Puerto Rico 11/30/2022
B
Idaho 1/14/2019
B
Rhode Island 11/30/2022
B
Illinois 1/14/2019
B
South Carolina 1/14/2019
B
Indiana 1/14/2019
B
South Dakota 8/31/2021
B
Iowa 1/14/2019
B
Tennessee 3/29/2021
B
Kansas 6/29/2022
B
Texas 1/14/2019
B
Kentucky 6/29/2022
IA
Texas 4/15/2020
B
Louisiana 1/14/2019
B
Utah 1/14/2019
B
Maine 1/14/2019
B
Vermont 9/21/2022
B
Maryland 1/14/2019
B
Virgin Islands 11/30/2022
B
Massachusetts 1/14/2019
B
Virginia 1/14/2019
B
Michigan 1/14/2019
B
Washington 1/14/2019
B
Minnesota 8/31/2021
B
West Virginia 10/10/2022
B
Mississippi 1/14/2019
B
Wisconsin 1/14/2019
B
Missouri 1/14/2019
B
Wyoming 9/21/2022
B
Montana 8/17/2020
SRO Registrations
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View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 8/9/2018
B
Registered with this firm since 8/9/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/10/2016 - 07/30/2018 | MENLO PARK, CA | |
B | 07/26/2016 - 07/30/2018 | MENLO PARK, CA |
MENLO PARK, CA
11/10/2016 - 07/30/2018
MENLO PARK, CA
07/26/2016 - 07/30/2018
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.