Michael Joseph Caulfield is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-02-02 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-21 | 2025-08-21 | — |
| LPL ENTERPRISE, LLC | 2024-10-18 | 2025-06-26 | — |
| FIRST COMMAND ADVISORY SERVICES | 2024-04-19 | 2024-10-01 | — |
| CHARLES SCHWAB & CO., INC. | 2021-11-18 | 2024-01-10 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-05-22 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2014-11-13 | 2022-10-14 | — |
| CLARK INVESTMENT STRATEGIES, INC. | 2010-07-21 | 2011-12-31 | — |
| LPL FINANCIAL LLC | 2005-07-11 | 2009-02-12 | — |