# Steven M Josephson

Steven M Josephson is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with BANKERS LIFE ADVISORY SERVICES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BANKERS LIFE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/281285) | 2017-08-29 | present | Yes |
| [M&I FINANCIAL ADVISORS, INC](https://search.stillhousedata.com/firm/16517) | 2012-03-23 | 2012-08-31 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2005-12-08 | 2017-08-14 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2002-04-18 | 2005-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2239540)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2239540.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.