# EDWARD MONTAGNA

EDWARD MONTAGNA is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-15 | present | Yes |
| [SORRENTO PACIFIC FINANCIAL, LLC](https://search.stillhousedata.com/firm/127787) | 2014-01-02 | 2025-05-16 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-03-04 | 2013-12-31 | — |
| [IFMG SECURITIES, INC.](https://search.stillhousedata.com/firm/14416) | 2002-07-09 | 2008-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2239081)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2239081.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.