# DENA JEAN MCSHERRY

DENA JEAN MCSHERRY is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with PLANMEMBER SECURITIES CORPORATION.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PLANMEMBER SECURITIES CORPORATION](https://search.stillhousedata.com/firm/11869) | 2014-04-03 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2013-04-09 | 2013-12-05 | — |
| [VERITRUST FINANCIAL, LLC](https://search.stillhousedata.com/firm/106594) | 2012-04-03 | 2013-03-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-06-14 | 2010-11-16 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2010-05-13 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2007-01-12 | 2007-05-29 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2001-04-24 | 2007-01-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4025041)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4025041.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.