# Carlton Forrester

Carlton Forrester is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with STEPHENS INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STEPHENS INC.](https://search.stillhousedata.com/firm/3496) | 2025-09-15 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2021-04-12 | 2025-09-11 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2015-12-09 | 2021-03-26 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2015-04-06 | 2015-12-22 | — |
| [EDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/142261) | 2009-04-07 | 2010-01-04 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2003-01-22 | 2004-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4510788)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4510788.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.