# Danniel Syed Kazi

Danniel Syed Kazi is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2026-05-01 | present | Yes |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2023-09-22 | 2024-05-02 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-04-13 | 2022-09-09 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2021-02-22 | 2022-02-11 | — |
| [GWN SECURITIES INC.](https://search.stillhousedata.com/firm/128929) | 2020-10-26 | 2021-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6951051)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6951051.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.