# CARI ANN WALLING

CARI ANN WALLING is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with PROCYON ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROCYON ADVISORS, LLC](https://search.stillhousedata.com/firm/288239) | 2021-05-24 | present | Yes |
| [PROCYON INSTITUTIONAL PARTNERS, LLC](https://search.stillhousedata.com/firm/288244) | 2021-05-24 | 2021-12-31 | — |
| [PIVOTAL PLANNING GROUP, LLC](https://search.stillhousedata.com/firm/126575) | 2019-04-29 | 2021-07-27 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2017-12-08 | 2019-04-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4044551)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4044551.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.