# Daniel James Bubbico

Daniel James Bubbico is an investment adviser representative (IAR) with state registration records since 2013, appearing at 9 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) | 2026-04-22 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2025-01-15 | 2026-04-19 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2024-05-15 | 2025-01-21 | — |
| [FOUNDATIONS INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/175083) | 2023-09-19 | 2024-01-25 | — |
| [ALLOY WEALTH HOLDINGS LLC](https://search.stillhousedata.com/firm/306227) | 2023-09-12 | 2024-01-23 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | 2023-08-23 | — |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2020-06-17 | 2021-02-17 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-01-08 | 2020-06-16 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2013-07-02 | 2014-01-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4385312)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4385312.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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