# DANIEL JOSEPH BLOOM

DANIEL JOSEPH BLOOM is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with BEACON POINTE ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BEACON POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/119290) | 2025-07-25 | present | Yes |
| [JENTNER WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/105248) | 2014-12-09 | 2025-07-25 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2009-09-01 | 2014-09-30 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2005-07-06 | 2009-08-31 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 2005-05-13 | 2005-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2932629)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2932629.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.