# JOSEPH FRANCIS O'LOUGHLIN

JOSEPH FRANCIS O'LOUGHLIN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2017-12-15 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-02-22 | 2017-12-19 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2009-09-14 | 2013-02-25 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2008-04-17 | 2009-09-29 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1997-09-05 | 2003-11-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1317090)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1317090.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.