# Charles David Lautz

Charles David Lautz is an investment adviser representative (IAR) with state registration records since 2004, appearing at 9 firms. Currently registered with MONEX ASSET MANAGEMENT, INC..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONEX ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/148123) | 2023-05-03 | present | Yes |
| [INSIGHT SECURITIES, INC.](https://search.stillhousedata.com/firm/5611) | 2021-04-15 | 2023-04-24 | — |
| [PFG ADVISORS](https://search.stillhousedata.com/firm/173344) | 2020-03-16 | 2021-01-20 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2017-12-04 | 2020-03-20 | — |
| [MONEX ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/148123) | 2017-09-11 | 2017-12-07 | — |
| [SNOWDEN CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/157299) | 2017-01-23 | 2017-06-28 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-03 | 2017-01-25 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2008-07-10 | 2011-01-03 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2005-07-12 | 2008-05-07 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2004-08-05 | 2005-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2493734)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2493734.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.