# JEFFREY JOHN CATHERSAL

JEFFREY JOHN CATHERSAL is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with ALEXANDER CAPITAL WEALTH MANAGEMENT LLC, PENNY LANE WEALTH MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PENNY LANE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/318918) | 2022-08-09 | present | Yes |
| [ALEXANDER CAPITAL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/157714) | 2022-05-25 | present | Yes |
| [ARBOR POINT ADVISORS](https://search.stillhousedata.com/firm/165127) | 2020-11-06 | 2022-05-26 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2020-11-06 | 2022-05-26 | — |
| [KMS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3866) | 2008-04-01 | 2020-11-06 | — |
| [PORTFOLIO STRATEGIES INC](https://search.stillhousedata.com/firm/104685) | 2006-01-03 | 2010-03-25 | — |
| [PORTFOLIO STRATEGIES INC](https://search.stillhousedata.com/firm/104685) | 2001-07-16 | 2004-11-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4522759)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4522759.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.