# THERESA ANN KOHLES

THERESA ANN KOHLES is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-03-17 | present | Yes |
| [PRIVATE PORTFOLIO PARTNERS, LLC](https://search.stillhousedata.com/firm/165616) | 2016-03-07 | 2025-04-08 | — |
| [INSIGHT PRIVATE ADVISORS, LLC](https://search.stillhousedata.com/firm/169017) | 2014-02-18 | 2016-05-02 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2003-05-16 | 2013-05-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3108519)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3108519.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.