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DANIEL ALLEN KEITH
DANIEL KEITH
CRD#: 6133180
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 30200 NORTHWESTERN HWY
FARMINGTON, MI 48334
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 30200 NORTHWESTERN HWY
FARMINGTON, MI 48334
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2014 - 2015 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - Present (9 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2013 - 2014 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2015 - 2018 (3 years)
License(s)

State Registrations

B
Arizona 1/4/2025

B
New Jersey 4/23/2020

B
California 9/18/2017

B
New York 8/1/2018

B
Colorado 4/23/2020

B
North Carolina 3/4/2022

B
Florida 3/30/2015

B
Ohio 3/30/2015

B
Georgia 8/1/2018

B
Oregon 10/8/2021

B
Hawaii 8/8/2020

B
South Carolina 8/1/2018

B
Idaho 4/23/2020

B
South Dakota 1/4/2025

B
Illinois 8/13/2021

B
Tennessee 11/16/2020

B
Indiana 10/9/2020

B
Texas 4/9/2021

B
Kansas 7/8/2022

IA
Texas 6/5/2021

B
Maine 5/6/2022

B
Utah 3/20/2024

B
Michigan 3/30/2015

B
Virginia 4/23/2020

IA
Michigan 7/13/2018

B
Washington 5/3/2024

B
Minnesota 1/6/2023

B
Wisconsin 1/6/2023

B
Missouri 8/13/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
30200 NORTHWESTERN HWY, FARMINGTON, MI 48334
LAKE ORION, MI
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
30200 NORTHWESTERN HWY, FARMINGTON, MI 48334
LAKE ORION, MI
Registered with this firm since 3/30/2015

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/08/2015 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) FARMINGTON, MI
IA
05/27/2014 - 03/23/2015 MORGAN STANLEY (CRD#:149777) TROY, MI
B
04/25/2014 - 03/23/2015 MORGAN STANLEY (CRD#:149777) TROY, MI
B
01/17/2013 - 04/09/2014 NATIONAL PLANNING CORPORATION (CRD#:29604) SHELBY TOWNSHIP, MI
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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.