Daniel Testa is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2026-06-11 | present | Yes |
| NAVY FEDERAL INVESTMENT SERVICES, LLC | 2025-11-06 | 2026-06-15 | — |
| EDWARD D. JONES & CO., L.P. | 2024-11-08 | 2025-10-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-12-09 | 2024-10-02 | — |