# TRACEY L STORY

TRACEY L STORY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2025-08-18 | present | Yes |
| [CULLEN FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/135541) | 2017-07-10 | 2025-07-15 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2017-06-20 | 2017-08-02 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2017-06-12 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2006-01-23 | 2009-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2002-03-18 | 2006-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4466489)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4466489.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.