# WILLIAM DANIEL KELLEHER

WILLIAM DANIEL KELLEHER is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-09-16 | present | Yes |
| [THE AMERIFLEX GROUP, INC.](https://search.stillhousedata.com/firm/305585) | 2024-02-05 | 2024-09-17 | — |
| [HIGHPOINT ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/316636) | 2021-12-08 | 2024-02-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-06-21 | 2016-01-28 | — |
| [HIGHPOINT PLANNING PARTNERS](https://search.stillhousedata.com/firm/163768) | 2013-05-16 | 2021-12-31 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-11-24 | 2013-05-13 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2000-09-25 | 2008-12-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2269811)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2269811.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.