# KERRI ALLISON ALLEN

KERRI ALLISON ALLEN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2025-08-12 | present | Yes |
| [TFC FINANCIAL MANAGEMENT INC](https://search.stillhousedata.com/firm/105062) | 2019-04-08 | 2025-08-04 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2017-03-25 | 2019-03-25 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-12-22 | 2017-03-25 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2009-07-15 | 2015-11-23 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-10-18 | 2009-03-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4760336)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4760336.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.