LORI JEAN CONATY is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with OCEAN VIEW ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OCEAN VIEW ADVISORS, LLC | 2026-07-27 | present | Yes |
| BENTLEY WEALTH ADVISORS, LLC | 2018-05-21 | 2018-09-07 | — |
| BENTLEY WEALTH ADVISORS, LLC | 2008-02-20 | 2011-01-04 | — |
| CREATIVE RESOURCES INVESTMENT ADVISORS, LLC | 2000-04-10 | 2011-09-22 | — |