CARL ROBERT MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2015, appearing at 2 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2015-10-19 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2015-04-29 | 2015-10-20 | — |