# Donna Lail

Donna Lail is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-01-09 | present | Yes |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2016-04-01 | 2017-12-19 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-07-25 | 2016-03-02 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-04-23 | 2013-05-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2010-09-15 | 2011-11-03 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2009-07-15 | 2010-08-18 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2006-10-03 | 2008-08-01 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2003-08-21 | 2004-11-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1876554)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1876554.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.
