# Bobby Lee Slate

Bobby Lee Slate is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2023-10-27 | present | Yes |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2017-12-18 | 2020-12-24 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2017-05-03 | 2017-12-19 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2016-06-06 | 2017-05-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3043107)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3043107.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.
