# BRIAN LOUIS BOLL

BRIAN LOUIS BOLL is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with HERITAGE FAMILY OFFICES, LLP.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HERITAGE FAMILY OFFICES, LLP](https://search.stillhousedata.com/firm/323930) | 2024-06-12 | present | Yes |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/287909) | 2017-07-07 | 2024-03-05 | — |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/158107) | 2016-06-29 | 2017-08-18 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2009-06-15 | 2016-01-13 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2005-07-06 | 2009-05-27 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 2005-01-21 | 2005-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2897355)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2897355.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.