LORI ANNE MONDELLO is an investment adviser representative (IAR) with state registration records since 2002, appearing at 15 firms. Currently registered with USAA INVESTMENT SERVICES COMPANY.
| Firm | From | To | Current |
|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | 2024-11-08 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-12-19 | 2024-10-17 | — |
| USAA INVESTMENT SERVICES COMPANY | 2022-08-19 | 2023-12-20 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2020-01-07 | 2021-08-02 | — |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 2018-04-25 | 2020-01-02 | — |
| MERCER GLOBAL ADVISORS INC. | 2014-12-18 | 2018-03-21 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-04-22 | 2014-12-01 | — |
| TD AMERITRADE, INC. | 2014-04-08 | 2014-12-01 | — |
| STRATEGIC ADVISERS LLC | 2012-10-17 | 2014-04-09 | — |
| LPL FINANCIAL LLC | 2011-03-23 | 2011-10-10 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2008-11-07 | 2011-01-26 | — |
| EQUITABLE ADVISORS, LLC | 2008-06-26 | 2008-10-17 | — |
| COUNTRYWIDE INVESTMENT SERVICES, INC. | 2008-01-17 | 2008-04-10 | — |
| CHARLES SCHWAB & CO., INC. | 2007-04-30 | 2007-09-11 | — |
| COLONIAL ASSET MANAGEMENT INC | 2004-06-21 | 2006-06-12 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2003-09-19 | 2004-03-03 | — |
| EQUITABLE ADVISORS, LLC | 2002-10-08 | 2003-02-20 | — |