JAY MORRIS FRANK is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2021-01-05 | present | Yes |
| WEALTHSPIRE ADVISORS | 2015-05-07 | 2020-12-31 | — |
| LAKE COUNTRY WEALTH MANAGEMENT | 2014-04-17 | 2015-05-06 | — |
| NEXT FINANCIAL GROUP, INC. | 2010-10-19 | 2015-05-06 | — |
| PRINCIPAL SECURITIES, INC. | 2004-09-28 | 2010-10-21 | — |