# Daniel Mckinley Yancy

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2026-03-09 | present | Yes |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2024-06-14 | 2026-03-05 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2023-06-20 | 2024-06-04 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2022-07-07 | 2023-05-01 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2021-03-03 | 2021-12-04 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2020-09-01 | 2020-12-03 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2019-11-06 | 2020-08-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7154940)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7154940.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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