Daniel J. Bender
Professional summary
Daniel James Bender, who also goes by Dan J Bender, Dan James Bender, Dan Bender, is a registered financial advisor currently at MBR FINANCIAL located in Houston, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 5 firms and has passed the Series 63, Series 7, Series 6, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Bender's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2013 - Present
MBR FINANCIAL
Office #1: 2000 West Loop South Suite 1510, Houston, TX 77027September 27, 2013 - August 29, 2014
PURSHE KAPLAN STERLING INVESTMENTS
October 3, 1996 - October 1, 2013
FSC SECURITIES CORPORATION
October 3, 1996 - October 8, 2013
WILLIS JOHNSON & ASSOCIATES, INC.
October 3, 1996 - October 1, 2013
FSC SECURITIES CORPORATION
December 17, 1985 - September 26, 1996
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
MBR FINANCIAL
CRD#: 168333 / SEC#: 801-78364
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2013)
Exams
Current Firm
MBR FINANCIAL
CRD#: 168333 / SEC#: 801-78364
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,396 |
| AUM (Assets Under Management) | $ 868,165,834 |
Red Flags
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