# KEVIN LEE LOFTIN

KEVIN LEE LOFTIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2018-11-27 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-06-10 | 2013-02-22 | — |
| [FREITAG FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/150444) | 2009-07-28 | 2009-11-04 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2008-07-03 | 2009-05-28 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2007-12-17 | 2008-06-11 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2006-04-19 | 2007-08-28 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-04-21 | 2006-04-04 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-08-14 | 2003-10-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3071118)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3071118.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.
