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DANIEL D PARENT
DANIEL D PARENT MR.
CRD#: 5096028
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 3655 NOBEL DRIVE
SUITE 140
SAN DIEGO, CA 92122
Registration History
200620082010201220142016201820202022202420262 FIRMS2015 - Present (9 years)BSANFORD C. BERNSTEIN & CO., LLC (CRD# 104474)2006 - 2015 (9 years)
License(s)

State Registrations

B
Arizona 9/2/2020

B
Nevada 11/29/2018

B
California 8/13/2015

B
New Mexico 1/23/2019

IA
California 9/18/2015

B
New York 9/18/2023

B
Colorado 8/12/2021

B
Pennsylvania 11/29/2018

B
District of Columbia 11/27/2018

B
Tennessee 1/23/2019

B
Idaho 11/5/2021

B
Texas 10/4/2021

B
Kentucky 2/11/2021

B
Virginia 2/14/2019

B
Michigan 10/19/2020

B
Washington 7/19/2019

B
Minnesota 4/24/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
3655 NOBEL DRIVE SUITE 140, SAN DIEGO, CA 92122
Vista, CA
Registered with this firm since 9/18/2015

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
3655 NOBEL DRIVE SUITE 140, SAN DIEGO, CA 92122
Vista, CA
Registered with this firm since 8/13/2015

Previous Registration(s)
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B
04/14/2006 - 08/03/2015 SANFORD C. BERNSTEIN & CO., LLC (CRD#:104474) SAN DIEGO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.