# Dan Wakin

Dan Wakin is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-15 | present | Yes |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2025-02-04 | 2025-05-15 | — |
| [INCOME ADVISORS, LLC](https://search.stillhousedata.com/firm/331472) | 2024-07-16 | 2024-12-31 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2012-05-30 | 2022-07-20 | — |
| [BROYHILL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120462) | 2008-08-27 | 2012-03-08 | — |
| [BROYHILL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120462) | 2005-01-10 | 2006-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1122217)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1122217.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.