Daniel Mckinley Yancy is an investment adviser representative (IAR) with state registration records since 2019, appearing at 7 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-03-09 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2024-06-14 | 2026-03-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-06-20 | 2024-06-04 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2022-07-07 | 2023-05-01 | — |
| J.P. MORGAN SECURITIES LLC | 2021-03-03 | 2021-12-04 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2020-09-01 | 2020-12-03 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2019-11-06 | 2020-08-06 | — |