# STEPHEN CLAUDE FORSYTH LOVELL

STEPHEN CLAUDE FORSYTH LOVELL is an investment adviser representative (IAR) with state registration records since 1997, appearing at 7 firms. Currently registered with REALTA INVESTMENT ADVISORS, INC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | 2023-11-22 | present | Yes |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288792) | 2022-09-26 | 2024-02-01 | — |
| [KALOS MANAGEMENT](https://search.stillhousedata.com/firm/133025) | 2019-01-07 | 2022-09-09 | — |
| [INVESTACORP ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/109011) | 2017-04-03 | 2019-02-08 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2003-10-21 | 2017-03-23 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2002-10-28 | 2003-09-29 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2002-05-02 | 2002-10-31 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 1997-12-15 | 2002-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2146222)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2146222.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.