# DANIEL JOSEPH PLIS

DANIEL JOSEPH PLIS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with CITIZENS SECURITIES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2023-10-26 | present | Yes |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2014-12-11 | 2023-01-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-06-13 | 2014-08-14 | — |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2010-04-05 | 2010-07-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1316128)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1316128.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.