JEFFREY KIM LORENZ is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with ADVISORY ALPHA, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVISORY ALPHA, LLC | 2021-09-02 | present | Yes |
| MUTUAL ADVISORS, LLC | 2016-01-15 | 2021-08-31 | — |
| LPL FINANCIAL LLC | 2011-12-16 | 2016-01-22 | — |
| ADDISON AVENUE FINANCIAL PARTNERS, LLC | 2006-01-25 | 2011-12-22 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2005-10-24 | 2006-12-01 | — |
| PENSION PLANNERS SECURITIES, INC. | 2005-01-28 | 2005-10-17 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2001-10-02 | 2002-12-31 | — |