# LORI ANNE MONDELLO

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.

## Registration history (17)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2024-11-08 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-12-19 | 2024-10-17 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2022-08-19 | 2023-12-20 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2020-01-07 | 2021-08-02 | — |
| [HANCOCK WHITNEY INVESTMENT SERVICES INC.](https://search.stillhousedata.com/firm/40637) | 2018-04-25 | 2020-01-02 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2014-12-18 | 2018-03-21 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2014-04-22 | 2014-12-01 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2014-04-08 | 2014-12-01 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2012-10-17 | 2014-04-09 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-03-23 | 2011-10-10 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2008-11-07 | 2011-01-26 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2008-06-26 | 2008-10-17 | — |
| [COUNTRYWIDE INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/103919) | 2008-01-17 | 2008-04-10 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-04-30 | 2007-09-11 | — |
| [COLONIAL ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/108950) | 2004-06-21 | 2006-06-12 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2003-09-19 | 2004-03-03 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2002-10-08 | 2003-02-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2391479)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2391479.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.