# LISA GRACE TERK

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [US CAPITAL GLOBAL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/299885) | 2022-02-28 | present | Yes |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2017-10-24 | 2020-02-28 | — |
| [WHITEHALL-PARKER SECURITIES, INC.](https://search.stillhousedata.com/firm/10608) | 2014-09-29 | 2016-09-15 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2006-11-07 | 2007-06-15 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2003-12-10 | 2006-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2772487)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2772487.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.