# Bree Clements COTA

Bree Clements COTA is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION](https://search.stillhousedata.com/firm/108783) | 2016-01-20 | present | Yes |
| [GUIDANCE POINT RETIREMENT SERVICES, LLC](https://search.stillhousedata.com/firm/161000) | 2012-07-16 | 2015-11-23 | — |
| [GUIDANCE POINT ADVISORS, LLC](https://search.stillhousedata.com/firm/148768) | 2012-07-15 | 2015-11-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4613248)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4613248.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.