Daniel Raynee Green

CRD 2423085 · Wells Fargo Advisors · Orlando, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 8Series 65Series 63
Registered states (11): California · Florida · New Jersey · New York · North Carolina · Oregon · Puerto Rico · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2423085 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (12)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Orlando, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Orlando, FL · BC capacity

start not retrieved → present
Morgan Stanley
Orlando, FL · IA capacity

Jun 1, 2009 → Jul 16, 2019
Morgan Stanley
Orlando, FL · BC capacity

Jun 1, 2009 → Jul 16, 2019
Morgan Stanley & Co. Incorporated
Orlando, FL · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Orlando, FL · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
Orlando, FL · IA capacity

Dec 15, 2006 → Apr 2, 2007
Morgan Stanley Dw Inc.
Orlando, FL · BC capacity

Dec 15, 2006 → Apr 2, 2007
Td Ameritrade, Inc.
Orlando, FL · IA capacity

Dec 11, 2003 → Dec 4, 2006
Td Ameritrade, Inc.
Orlando, FL · BC capacity

Jul 15, 1998 → Dec 4, 2006
Olde Discount Corporation
Detroit, MI · BC capacity

Oct 4, 1994 → Jul 13, 1998
Joseph Charles & Assoc., Inc.
Boca Raton, FL · BC capacity

Dec 13, 1993 → Sep 12, 1994

Source & corrections

Where this page comes from

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