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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

Daniel Bermiss

Advisor at SANTANDER SECURITIES

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Search this name across graphsid dfx:ria:bfacd283-c5cb-3452-72c5-80d734855684

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 24, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SANTANDER SECURITIES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jul 13, 2000
First registration: Feb 24, 2004
Dual registered: yes, broker-dealer
Other names: DANIEL BERMISS|DANIEL OSCAR BERMISS|DANIEL OSCAR BERMISS|DANIEL Oscar BERMISS
IAPD individual key: 2911235

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SANTANDER SECURITIES	Bd affiliated wealth	Nov 25, 2025	n/a	yes	LONG ISLAND CITY, NY\|JACKSON HEIGHTS, NY\|Jackson Heights, NY\|Astoria, NY\|Whitestone, NY\|Scotch Plains, NJ\|Great Neck, NY\|Flushing, NY\|Garden City, NY\|BAYSIDE, NY\|Manhasset, NY\|Melville, NY\|Williston Park, NY\|Hempstead, NY\|FOREST HILLS, NY\|Flushing, NY\|South Richmond Hill, NY\|Brooklyn, NY\|BROOKLYN, NY	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 8, 2024	Oct 2, 2025	no	NEW YORK, NY\|Lynbrook, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 17, 2014	Dec 5, 2023	no	HEWLETT, NY\|HEWLETT, NY\|VALLEY STREAM, NY\|VALLEY STREAM, NY\|VALLEY STREAM, NY\|HEWLETT, NY\|VALLEY STREAM, NY	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	Aug 29, 2013	Jul 9, 2014	no	HUNTINGTON, NY\|OYSTER BAY, NY	Previous registration
BNY MELLON SECURITIES CORPORATION	Other adviser	Feb 24, 2004	Oct 4, 2007	no	NEW YORK, NY\|NEW YORK, NY\|LYNBROOK, NY\|NEW YORK, NY\|UNIONDALE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	SANTANDER SECURITIES	Oct 2, 2025	Nov 25, 2025	54	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	ADVICE AND PLANNING SERVICES	Dec 5, 2023	Jan 8, 2024	34	Firm change	Wirehouse to ibd
HSBC SECURITIES (USA) INC.	J.P. MORGAN SECURITIES LLC	Jul 9, 2014	Jul 17, 2014	8	Firm change	Other
BNY MELLON SECURITIES CORPORATION	HSBC SECURITIES (USA) INC.	Oct 4, 2007	Aug 29, 2013	2,156	Firm change after gap	Other

Relationships

Registered with (5)

→ SANTANDER SECURITIESRegistered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 8, 2024 to Oct 2, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 17, 2014 to Dec 5, 2023factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
Aug 29, 2013 to Jul 9, 2014factForm ADV
→ BNY MELLON SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 24, 2004 to Oct 4, 2007factForm ADV

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
Daniel Bermiss left Advice And Planning Services for Santander Securities (registered 2025-11-25)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2023
Advisor changed firm
Daniel Bermiss left J.P. Morgan Securities Llc for Advice And Planning Services (registered 2024-01-08)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfacd283-c5cb-3452-72c5-80d734855684
First observed: Feb 24, 2004
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Daniel Bermiss

Advisor at SANTANDER SECURITIES

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfacd283-c5cb-3452-72c5-80d734855684

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.