# RAMON VALDEZ

RAMON VALDEZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2024-08-16 | present | Yes |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2020-02-18 | 2024-09-09 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2019-08-28 | 2020-01-30 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2015-08-07 | 2019-09-10 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2010-07-15 | 2015-08-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2010-07-19 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2008-02-22 | 2009-10-23 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2002-06-07 | 2008-02-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2592276)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2592276.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.
