# BART PATRICK ALLARD

BART PATRICK ALLARD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX PLANNING PARTNERS, INC.](https://search.stillhousedata.com/firm/106237) | 2024-02-06 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2019-10-25 | 2025-09-05 | — |
| [LUNDY ALLARD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/133808) | 2008-07-21 | 2008-11-17 | — |
| [1ST GLOBAL ADVISORS INC](https://search.stillhousedata.com/firm/111133) | 2004-01-02 | 2019-10-25 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2003-04-24 | 2004-01-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4588093)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4588093.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.