# Pleshetta Juanita Loftin

Pleshetta Juanita Loftin is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with PLANROCK INVESTMENT MANAGEMENT, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PLANROCK INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/304803) | 2026-04-13 | present | Yes |
| [PLANROCK INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/304803) | 2025-04-25 | 2025-12-31 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2016-12-16 | 2017-08-08 | — |
| [COMPASS EFFICIENT MODEL PORTFOLIOS, LLC](https://search.stillhousedata.com/firm/125568) | 2013-01-25 | 2015-05-11 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2007-11-16 | 2011-12-23 | — |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2007-10-15 | 2007-11-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2449085)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2449085.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.