# AARON LEE BOEHM

AARON LEE BOEHM is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with COPIA WEALTH MANAGEMENT.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COPIA WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/281873) | 2022-01-14 | present | Yes |
| [ARBOR POINT ADVISORS](https://search.stillhousedata.com/firm/165127) | 2020-11-06 | 2021-12-31 | — |
| [KMS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3866) | 2011-08-04 | 2020-11-06 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-11-13 | 2011-07-05 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2008-06-20 | 2009-11-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3232128)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3232128.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.