# NANCY ANN EFFERT

NANCY ANN EFFERT is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with ESSEX LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ESSEX LLC](https://search.stillhousedata.com/firm/108352) | 2023-10-08 | present | Yes |
| [CREATIVEONE WEALTH, LLC](https://search.stillhousedata.com/firm/281213) | 2020-10-26 | 2023-09-26 | — |
| [PARTNERVEST ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/113621) | 2013-10-10 | 2020-11-05 | — |
| [CROSSROADS ADVISORY GROUP](https://search.stillhousedata.com/firm/148021) | 2010-01-26 | 2013-10-16 | — |
| [FINANCIAL ADVISERS OF AMERICA, LLC](https://search.stillhousedata.com/firm/142170) | 2009-10-29 | 2011-10-11 | — |
| [MUTUAL SERVICE CORPORATION](https://search.stillhousedata.com/firm/4806) | 2006-11-14 | 2009-08-17 | — |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | 2005-10-27 | 2006-08-07 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-12-03 | 2005-10-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4552901)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4552901.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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