# JOSH DAVID LOZOW

JOSH DAVID LOZOW is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with BOK FINANCIAL PRIVATE WEALTH, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BOK FINANCIAL PRIVATE WEALTH, INC.](https://search.stillhousedata.com/firm/106733) | 2024-04-03 | present | Yes |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2023-03-14 | 2023-06-30 | — |
| [BUCKINGHAM STRATEGIC WEALTH, LLC](https://search.stillhousedata.com/firm/143323) | 2019-07-19 | 2022-08-08 | — |
| [CAM INVESTOR SOLUTIONS](https://search.stillhousedata.com/firm/286078) | 2017-08-23 | 2019-06-04 | — |
| [GHP INVESTMENT ADVISORS INC](https://search.stillhousedata.com/firm/107563) | 2016-10-07 | 2016-12-13 | — |
| [TRANSITIONS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107812) | 2002-09-11 | 2020-02-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3024024)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3024024.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.