# NANCY ANNE SZYMULA

NANCY ANNE SZYMULA is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with UBS FINANCIAL SERVICES INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2013-01-29 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2012-10-31 | 2012-11-30 | — |
| [M&I FINANCIAL ADVISORS, INC](https://search.stillhousedata.com/firm/16517) | 2012-03-23 | 2012-08-17 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2006-06-22 | 2012-10-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1387331)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1387331.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.