# JEREMY DAVID GOTTLIEB

JEREMY DAVID GOTTLIEB is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2019-01-17 | present | Yes |
| [IFP ADVISORS, LLC](https://search.stillhousedata.com/firm/125112) | 2012-01-09 | 2019-01-17 | — |
| [LUCIA CAPITAL GROUP](https://search.stillhousedata.com/firm/152396) | 2010-04-09 | 2011-12-13 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2007-08-17 | 2007-09-27 | — |
| [RAYMOND J. LUCIA COMPANIES, INC.](https://search.stillhousedata.com/firm/115670) | 2006-01-19 | 2010-11-10 | — |
| [RJL FINANCIAL NETWORK, L.L.C.](https://search.stillhousedata.com/firm/128074) | 2004-05-17 | 2006-03-07 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2002-04-29 | 2007-08-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1663077)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1663077.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.