# JULIE HELMS LANCASTER

JULIE HELMS LANCASTER is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | present | Yes |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2018-01-02 | 2021-02-17 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2015-01-15 | 2018-01-02 | — |
| [OMNISTAR FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/138515) | 2013-04-25 | 2015-05-21 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2006-09-08 | 2010-09-27 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2000-02-10 | 2006-09-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2447432)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2447432.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.