STEVEN DAVID LOCKSHIN is an investment adviser representative (IAR) with state registration records since 1994, appearing at 4 firms. Currently registered with MARINER, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARINER, LLC | 2022-03-03 | present | Yes |
| ADVICEPERIOD, LLC | 2014-01-16 | 2022-03-30 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2007-05-02 | 2016-10-31 | — |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | 1994-10-21 | 2007-05-02 | — |