# JEREMY P APPLETON

JEREMY P APPLETON is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2018-07-20 | present | Yes |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2013-02-08 | 2018-06-27 | — |
| [THREE LAKES SECURITIES, LLC](https://search.stillhousedata.com/firm/152147) | 2011-06-15 | 2013-02-05 | — |
| [COORDINATED CAPITAL SECURITIES, INC.](https://search.stillhousedata.com/firm/14762) | 2009-08-12 | 2013-02-01 | — |
| [WALNUT STREET SECURITIES, INC.](https://search.stillhousedata.com/firm/15840) | 2008-03-12 | 2009-08-07 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2003-02-10 | 2005-08-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3276192)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3276192.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.