# TERRY LEE ALLEN

TERRY LEE ALLEN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with THE PUTNEY FINANCIAL GROUP LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE PUTNEY FINANCIAL GROUP LLC](https://search.stillhousedata.com/firm/111639) | 2019-06-25 | present | Yes |
| [PORTSMOUTH FINANCIAL SERVICES](https://search.stillhousedata.com/firm/13980) | 2013-10-17 | 2019-06-24 | — |
| [SANDERS MORRIS LLC](https://search.stillhousedata.com/firm/20580) | 2006-06-13 | 2013-10-17 | — |
| [SMH CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/108344) | 2004-11-01 | 2006-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1477937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1477937.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.