# ALBERT DUNCAN KAUFMAN

ALBERT DUNCAN KAUFMAN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with CX INSTITUTIONAL, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CX INSTITUTIONAL, LLC](https://search.stillhousedata.com/firm/292627) | 2026-07-06 | present | Yes |
| [ADK WEALTHCARE LLC](https://search.stillhousedata.com/firm/305867) | 2020-01-23 | 2026-06-22 | — |
| [WEALTHCARE ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171976) | 2015-07-06 | 2020-01-21 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-11-24 | 2020-01-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-03-29 | 2010-12-07 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2002-09-09 | 2005-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4555119)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4555119.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.