# Lisa Menendez

Lisa Menendez is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with EDWARD D. JONES & CO., L.P..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-03-28 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2020-06-29 | 2024-01-08 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2008-07-18 | 2019-10-25 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-09-18 | 2008-01-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2391655)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2391655.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.