# LISA LYNN TOMCZAK

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SLATESTONE WEALTH LLC](https://search.stillhousedata.com/firm/286669) | 2023-07-25 | present | Yes |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2015-01-28 | 2023-08-19 | — |
| [BANYAN PARTNERS, LLC](https://search.stillhousedata.com/firm/141398) | 2014-01-31 | 2014-11-26 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2011-03-03 | 2013-12-06 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2007-07-16 | 2009-10-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2469208)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2469208.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.