# JOHN J. DUGAN

JOHN J. DUGAN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with COHNREZNICK WEALTH MANAGEMENT LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COHNREZNICK WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/121519) | 2021-09-20 | present | Yes |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2012-12-14 | 2014-03-26 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-06-07 | 2012-04-30 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2002-04-11 | 2008-12-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2023355)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2023355.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.