# DANIEL JOSEPH KLEIN

DANIEL JOSEPH KLEIN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with LOCKSHIELD PARTNERS, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LOCKSHIELD PARTNERS, INC.](https://search.stillhousedata.com/firm/175433) | 2015-05-29 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-07-05 | 2015-05-04 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2003-10-28 | 2011-07-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3213917)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3213917.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.