# STEVEN PHILLIP MARGULIN

STEVEN PHILLIP MARGULIN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC](https://search.stillhousedata.com/firm/316024) | 2023-03-06 | present | Yes |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2018-07-30 | 2023-03-03 | — |
| [RETIREMENT EXTENDER (R)](https://search.stillhousedata.com/firm/166480) | 2013-03-27 | 2019-01-29 | — |
| [RETIREMENT EXTENDER, INC.](https://search.stillhousedata.com/firm/153190) | 2010-07-19 | 2014-01-17 | — |
| [CENTAURUS FINANCIAL, INC.](https://search.stillhousedata.com/firm/30833) | 2003-07-21 | 2013-12-31 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2001-11-29 | 2003-03-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2373728)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2373728.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.