# Joel Timothy Wing

Joel Timothy Wing is an investment adviser representative (IAR) with state registration records since 1998, appearing at 8 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2026-06-15 | present | Yes |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2022-10-18 | 2023-09-07 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-09-28 | 2026-05-28 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-12-08 | 2021-10-20 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-12-08 | 2021-10-20 | — |
| [WEALTHPLAN PARTNERS](https://search.stillhousedata.com/firm/158935) | 2015-04-22 | 2015-07-20 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2013-07-22 | 2015-04-27 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2007-02-23 | 2013-07-16 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2002-12-19 | 2003-12-02 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 1998-08-24 | 2002-12-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3041819)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3041819.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.