# TERESA N PALMER

TERESA N PALMER is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2020-09-30 | present | Yes |
| [KMS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3866) | 2016-11-02 | 2020-09-30 | — |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2014-02-12 | 2016-11-03 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-12-05 | 2014-01-29 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-04-01 | 2008-12-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1455601)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1455601.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.