# Stephen John Koorey

Stephen John Koorey is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-08-30 | present | Yes |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2020-11-03 | 2023-08-08 | — |
| [MUTUAL OF OMAHA INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/611) | 2019-01-08 | 2020-10-16 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-08-31 | 2017-06-09 | — |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2012-06-04 | 2015-08-07 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2008-05-27 | 2012-01-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1111335)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1111335.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.