# JEFFREY OTTWIN ANDERSON

JEFFREY OTTWIN ANDERSON 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 (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2022-12-08 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-05-18 | 2022-12-19 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2019-06-20 | 2022-05-18 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-11-03 | 2019-02-04 | — |
| [PALMETTO COAST ADVISORS, INC.](https://search.stillhousedata.com/firm/270012) | 2015-09-02 | 2015-09-23 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2014-01-06 | 2014-12-31 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2013-06-18 | 2013-12-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2009-09-04 | 2012-12-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/3600) | 2003-03-05 | 2009-09-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2139689)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2139689.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.