# LISA ANN ALLEN

LISA ANN ALLEN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with WATERLOO CAPITAL, L.P..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WATERLOO CAPITAL, L.P.](https://search.stillhousedata.com/firm/133705) | 2018-01-08 | present | Yes |
| [SMART MONEY GROUP, LLC](https://search.stillhousedata.com/firm/284187) | 2016-08-17 | 2017-12-31 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2003-02-07 | 2016-08-15 | — |
| [THE MASTERS, INC.](https://search.stillhousedata.com/firm/108432) | 2002-06-26 | 2003-02-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1198978)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1198978.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.