LISA GRACE TERK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with US CAPITAL GLOBAL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | 2022-02-28 | present | Yes |
| OPPENHEIMER & CO. INC. | 2017-10-24 | 2020-02-28 | — |
| WHITEHALL-PARKER SECURITIES, INC. | 2014-09-29 | 2016-09-15 | — |
| RBC CAPITAL MARKETS, LLC | 2006-11-07 | 2007-06-15 | — |
| MORGAN STANLEY DW INC. | 2003-12-10 | 2006-06-01 | — |