# STACEY LEE VELEZ

STACEY LEE VELEZ is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2023-10-31 | present | Yes |
| [CIBC PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109644) | 2017-11-20 | 2023-10-31 | — |
| [GENEVA ADVISORS, LLC](https://search.stillhousedata.com/firm/121629) | 2009-01-23 | 2017-09-01 | — |
| [ADVANCED EQUITIES, INC.](https://search.stillhousedata.com/firm/35545) | 2008-02-13 | 2008-10-29 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2000-09-12 | 2008-01-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4221059)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4221059.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.