# JEFFREY SCOTT PANIK

JEFFREY SCOTT PANIK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2024-11-15 | present | Yes |
| [RFG ADVISORY, LLC](https://search.stillhousedata.com/firm/158401) | 2023-08-31 | 2024-11-14 | — |
| [INDEPENDENT ADVISOR ALLIANCE, LLC](https://search.stillhousedata.com/firm/168267) | 2019-12-11 | 2023-09-07 | — |
| [IFG ADVISORY, LLC](https://search.stillhousedata.com/firm/168012) | 2017-11-17 | 2019-12-13 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2013-09-12 | 2017-11-17 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2007-12-05 | 2013-09-06 | — |
| [INVESTMENT PROFESSIONALS, INC.](https://search.stillhousedata.com/firm/30184) | 2006-06-20 | 2007-11-26 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-07-31 | 2004-10-29 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2003-01-17 | 2003-07-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3202241)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3202241.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.