# SHANNON JULIA SIMAR

SHANNON JULIA SIMAR is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with &PARTNERS.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [&PARTNERS](https://search.stillhousedata.com/firm/3767) | 2025-10-31 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2023-02-09 | 2025-11-05 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2008-09-19 | 2009-04-03 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2004-11-30 | 2006-12-08 | — |
| [THE PORTOLA GROUP INC](https://search.stillhousedata.com/firm/105359) | 2003-12-10 | 2004-09-21 | — |
| [BANC OF AMERICA SECURITIES LLC](https://search.stillhousedata.com/firm/26091) | 2001-12-20 | 2003-03-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2968448)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2968448.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.