# Jose Baez

Jose Baez is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with HSBC SECURITIES (USA) INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2026-04-23 | present | Yes |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2025-05-08 | 2026-04-14 | — |
| [BENCHMARK FINANCIAL WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/287966) | 2024-04-29 | 2024-09-07 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2015-06-04 | 2016-07-19 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-03-27 | 2015-06-17 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-04-20 | 2013-02-12 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2009-10-15 | 2011-11-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-07-26 | 2009-04-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2663826)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2663826.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.