# CRYSTAL ANNETTE MCMAHON

CRYSTAL ANNETTE MCMAHON is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with ARROWROOT FAMILY OFFICE, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ARROWROOT FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/168744) | 2023-12-08 | present | Yes |
| [GREAT LIFE INVESTING](https://search.stillhousedata.com/firm/310681) | 2020-10-30 | 2024-01-10 | — |
| [KMS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3866) | 2017-02-02 | 2020-10-29 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2006-03-03 | 2006-07-24 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2003-11-21 | 2004-03-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1191470)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1191470.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.