# AMY LYNNE SHROFF

AMY LYNNE SHROFF is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2023-05-10 | present | Yes |
| [PRISM FINANCIAL STRATEGIES, LLC](https://search.stillhousedata.com/firm/289033) | 2017-09-22 | 2023-12-14 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2011-08-16 | 2017-10-20 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2009-04-23 | 2011-08-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4037735)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4037735.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.