DANIEL CARL MINNIS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-03-14 | present | Yes |
| PRIVATE PORTFOLIO PARTNERS, LLC | 2021-08-03 | 2023-03-10 | — |
| CHARLES SCHWAB & CO., INC. | 2018-07-27 | 2021-08-10 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2013-06-26 | 2018-05-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-04-30 | 2013-06-20 | — |