LISA LYNN TOMCZAK is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with SLATESTONE WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SLATESTONE WEALTH LLC | 2023-07-25 | present | Yes |
| SVB WEALTH | 2015-01-28 | 2023-08-19 | — |
| BANYAN PARTNERS, LLC | 2014-01-31 | 2014-11-26 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2011-03-03 | 2013-12-06 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2007-07-16 | 2009-10-22 | — |