# Daniel William Mitchell

Daniel William Mitchell is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with D.M. WEALTH MANAGEMENT, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [D.M. WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/128194) | 2018-06-19 | present | Yes |
| [INVESTMENT COUNSELING SERVICES, INC.](https://search.stillhousedata.com/firm/153049) | 2010-09-21 | 2018-10-02 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2010-02-09 | 2010-10-28 | — |
| [FINANCIAL COUNSELING SERVICES, LLC](https://search.stillhousedata.com/firm/134476) | 2008-07-08 | 2009-12-22 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2006-12-20 | 2010-02-12 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2003-06-27 | 2006-12-13 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2001-07-25 | 2003-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2263169)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2263169.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.