This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jun 26, 2017

First registration

Jul 14, 2017

Dual registered

yes, broker-dealer

Other names

Dalton Davenport|Dalton C Davenport

IAPD individual key

6766510

• Occurred

  Jun 13, 2024
  Advisor changed firm

  Dalton Cason Davenport left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-07-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0d9cb569-ee93-18d2-2c9c-2f14402e0e8a

First observed

Jul 14, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.