# NANCY ELIZABETH LEWIS-HELIOTES

NANCY ELIZABETH LEWIS-HELIOTES is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with MOMENTUM INDEPENDENT NETWORK INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MOMENTUM INDEPENDENT NETWORK INC.](https://search.stillhousedata.com/firm/17587) | 2020-10-27 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2017-10-02 | 2020-08-18 | — |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2016-03-31 | 2017-09-25 | — |
| [STRATEGIC WEALTH ADVISORS GROUP](https://search.stillhousedata.com/firm/140977) | 2015-06-01 | 2016-03-31 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-25 | 2015-06-22 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2002-10-03 | 2004-05-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2532011)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2532011.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.
