# Ian Joseph Tollefsen

Ian Joseph Tollefsen is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with CONSOLIDATED PORTFOLIO REVIEW CORP.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONSOLIDATED PORTFOLIO REVIEW CORP](https://search.stillhousedata.com/firm/112694) | 2025-06-11 | present | Yes |
| [TRUST ADVISORY GROUP LTD](https://search.stillhousedata.com/firm/106926) | 2021-07-28 | 2025-05-19 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-01-08 | 2016-05-02 | — |
| [WORLD INVESTMENTS, LLC](https://search.stillhousedata.com/firm/20626) | 2014-09-16 | 2014-12-22 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2008-09-19 | 2014-08-01 | — |
| [WALNUT STREET SECURITIES, INC.](https://search.stillhousedata.com/firm/15840) | 2008-09-19 | 2012-02-24 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2008-09-19 | 2014-08-01 | — |
| [TOWER SQUARE SECURITIES, INC.](https://search.stillhousedata.com/firm/833) | 2008-09-19 | 2012-02-24 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2003-09-18 | 2004-10-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3082890)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3082890.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.