LISA FLEISCHER SOMLO is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2026-06-02 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2023-08-16 | 2026-05-18 | — |
| J.P. MORGAN SECURITIES LLC | 2018-07-30 | 2023-08-06 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2016-03-31 | 2017-04-21 | — |
| COE CAPITAL MANAGEMENT, LLC | 2014-05-20 | 2015-11-20 | — |