# GERALD LOFTIN

GERALD LOFTIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 2 firms. Currently registered with PROFICIENT WEALTH COUNSELORS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROFICIENT WEALTH COUNSELORS, LLC](https://search.stillhousedata.com/firm/152640) | 2026-01-26 | present | Yes |
| [PROFICIENT WEALTH COUNSELORS, LLC](https://search.stillhousedata.com/firm/152640) | 2011-07-20 | 2025-12-31 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2002-07-09 | 2011-07-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2514109)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2514109.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.