# JOSEPH PAUL D'ANNIBALLE

JOSEPH PAUL D'ANNIBALLE is an investment adviser representative (IAR) with state registration records since 1996, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2025-12-04 | present | Yes |
| [1858 WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/305817) | 2020-01-03 | 2025-12-31 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2009-11-12 | 2020-01-09 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2005-10-18 | 2009-12-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1996-01-04 | 2005-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2120625)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2120625.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.