# COURTNEY WALLEN

COURTNEY WALLEN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2018-12-11 | present | Yes |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | 2018-12-05 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2018-08-29 | 2018-11-01 | — |
| [NATIONWIDE SECURITIES, LLC](https://search.stillhousedata.com/firm/11173) | 2008-08-01 | 2012-03-28 | — |
| [1717 CAPITAL MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/4082) | 2004-02-17 | 2008-08-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3106906)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3106906.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.