# Michael Joseph Caulfield

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2026-02-02 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-21 | 2025-08-21 | — |
| [LPL ENTERPRISE, LLC](https://search.stillhousedata.com/firm/8733) | 2024-10-18 | 2025-06-26 | — |
| [FIRST COMMAND ADVISORY SERVICES](https://search.stillhousedata.com/firm/281958) | 2024-04-19 | 2024-10-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-11-18 | 2024-01-10 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-05-22 | 2023-09-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2014-11-13 | 2022-10-14 | — |
| [CLARK INVESTMENT STRATEGIES, INC.](https://search.stillhousedata.com/firm/145853) | 2010-07-21 | 2011-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2005-07-11 | 2009-02-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2294165)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2294165.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.
