# DANIELLE LEE HELFRICH

DANIELLE LEE HELFRICH is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with PROSPERA FINANCIAL SERVICES, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROSPERA FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/10740) | 2024-09-24 | present | Yes |
| [EQUITY SERVICES, INC.](https://search.stillhousedata.com/firm/265) | 2020-02-27 | 2024-09-27 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2019-05-07 | 2020-02-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2165217)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2165217.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.