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PD

Paul G. Daft

VIDALIA, GA
Some features on this profile are disabled
CRD#: 7267787
PD
Paul Glenn Daft

Professional summary

Paul Glenn Daft was a registered financial advisor .

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Paul had worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 6, 2026 - Present

VIDALIA, GA
Past

January 6, 2021 - August 28, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TOLEDO, OH
Past

January 6, 2021 - August 28, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TOLEDO, OH
Past

September 10, 2020 - December 18, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
CLEVELAND, WI
Past

August 24, 2020 - December 18, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
CLEVELAND, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2020
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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