# JEFFREY KIM LORENZ

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ADVISORY ALPHA, LLC](https://search.stillhousedata.com/firm/158282) | 2021-09-02 | present | Yes |
| [MUTUAL ADVISORS, LLC](https://search.stillhousedata.com/firm/167658) | 2016-01-15 | 2021-08-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-12-16 | 2016-01-22 | — |
| [ADDISON AVENUE FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/127283) | 2006-01-25 | 2011-12-22 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2005-10-24 | 2006-12-01 | — |
| [PENSION PLANNERS SECURITIES, INC.](https://search.stillhousedata.com/firm/14068) | 2005-01-28 | 2005-10-17 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2001-10-02 | 2002-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2732722)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2732722.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.