# Michael David Mohlman

Michael David Mohlman is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with SB ADVISORY, LLC, SAN BLAS ADVISORY, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAN BLAS ADVISORY, INC.](https://search.stillhousedata.com/firm/296929) | 2022-04-05 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2022-01-20 | present | Yes |
| [SPIRE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/113908) | 2022-01-05 | 2022-01-20 | — |
| [INDEPENDENT ADVISOR ALLIANCE, LLC](https://search.stillhousedata.com/firm/168267) | 2018-02-07 | 2022-01-05 | — |
| [MOHLMAN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/148322) | 2014-10-01 | 2018-02-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2009-02-24 | 2014-08-06 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2004-11-30 | 2009-02-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3132492)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3132492.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.