# Jeffrey R Small

Jeffrey R Small is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with TULSA WEALTH ADVISORS, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TULSA WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/337956) | 2025-10-02 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2019-01-28 | 2025-10-02 | — |
| [TAYLOR STEPHENS INC](https://search.stillhousedata.com/firm/110055) | 2017-09-06 | 2018-10-30 | — |
| [DISCIPLINED INVESTMENTS, LLC](https://search.stillhousedata.com/firm/129696) | 2015-10-06 | 2017-08-25 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2003-07-21 | 2014-09-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2002-09-13 | 2003-06-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4199588)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4199588.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.