# BRETT STEPHEN CARLETON

BRETT STEPHEN CARLETON is an investment adviser representative (IAR) with state registration records since 1990, appearing at 4 firms. Currently registered with HERITAGE WEALTH MANAGEMENT.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2005-12-13 | 2006-04-10 | — |
| [HERITAGE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/122394) | 2002-10-14 | present | Yes |
| [SUNAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/20068) | 2002-07-11 | 2002-10-31 | — |
| [LUTHERAN BROTHERHOOD SECURITIES CORP.](https://search.stillhousedata.com/firm/4205) | 1990-06-05 | 2002-07-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2058241)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2058241.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.