# DANIEL A BARON

DANIEL A BARON is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2023-01-05 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2014-07-01 | 2018-09-06 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2007-03-28 | 2010-03-10 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2006-12-19 | 2007-02-10 | — |
| [VOYA FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/34815) | 2006-03-17 | 2006-11-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2398932)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2398932.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.