# Brian S Staples

Brian S Staples is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with CWM, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2020-03-05 | present | Yes |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2013-10-25 | 2020-03-04 | — |
| [STAPLES FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/139470) | 2006-06-06 | 2010-12-31 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2004-07-19 | 2006-01-20 | — |
| [SOUTHBRIDGE](https://search.stillhousedata.com/firm/119040) | 2004-03-17 | 2005-06-16 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2000-03-20 | 2003-05-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4143738)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4143738.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.