# DANIEL JOSEPH SHEARMAN

DANIEL JOSEPH SHEARMAN is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with UMB FINANCIAL SERVICES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UMB FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/17073) | 2025-11-14 | present | Yes |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2023-09-18 | 2025-04-30 | — |
| [MULHOLLAND WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/282408) | 2023-06-01 | 2023-08-24 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2022-09-30 | 2023-01-26 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2021-12-01 | 2022-06-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6175733)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6175733.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.