# Jamie Stewart Caudill

Jamie Stewart Caudill is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2025-06-20 | present | Yes |
| [MAI CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109807) | 2021-04-28 | 2022-05-02 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2015-08-14 | 2016-03-16 | — |
| [MONEY MASTERS, LLC](https://search.stillhousedata.com/firm/136235) | 2009-11-02 | 2009-11-02 | — |
| [THE RETIREMENT CORPORATION OF AMERICA](https://search.stillhousedata.com/firm/105994) | 2009-11-02 | 2015-02-26 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2005-07-20 | 2009-03-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2627705)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2627705.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.