# STEPHEN VINCENT DOLAN

STEPHEN VINCENT DOLAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with OSAIC INSTITUTIONS, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2024-07-09 | present | Yes |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2019-05-29 | 2024-07-23 | — |
| [B. RILEY WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/2543) | 2017-06-30 | 2019-05-23 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2017-04-14 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2007-10-24 | 2012-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1439884)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1439884.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.