# ALLEN WESLEY LOSEY

ALLEN WESLEY LOSEY is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with VANGUARD ADVISERS, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2016-10-21 | present | Yes |
| [TCA FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/131275) | 2007-10-31 | 2008-10-21 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2006-12-12 | 2007-11-02 | — |
| [CONCORD FINANCIAL PLANNING & EDUCATION, LLC](https://search.stillhousedata.com/firm/140527) | 2006-05-17 | 2006-11-29 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2005-03-29 | 2006-02-08 | — |
| [TIAA-CREF TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/108579) | 2003-07-10 | 2005-03-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3045137)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3045137.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.