# Daniel Meisenheimer

Daniel Meisenheimer is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-08-02 | present | Yes |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2017-08-18 | 2020-08-14 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2007-08-07 | 2015-08-28 | — |
| [BOFA ADVISORS, LLC](https://search.stillhousedata.com/firm/107900) | 2006-03-07 | 2007-07-27 | — |
| [CAPITAL CONSULTING](https://search.stillhousedata.com/firm/112942) | 2002-11-22 | 2004-10-26 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2002-10-25 | 2004-07-09 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2002-07-11 | 2002-10-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4483797)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4483797.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.