# JOHN LOMBARDI

JOHN LOMBARDI is an investment adviser representative (IAR) with state registration records since 2013, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-12-09 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-08-01 | 2025-09-10 | — |
| [OSAIC FS, INC.](https://search.stillhousedata.com/firm/3870) | 2019-05-29 | 2024-05-17 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2016-06-13 | 2019-05-21 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2014-12-15 | 2016-06-09 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-09-26 | 2014-12-05 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-01-03 | 2013-05-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2739162)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2739162.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.