# SHALISA GREEN BECK

SHALISA GREEN BECK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-04-12 | present | Yes |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2011-05-11 | 2018-01-04 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2006-06-08 | 2008-08-11 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2003-01-13 | 2005-07-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1918112)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1918112.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.