SIMHA R PORTNOY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-08-29 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-10-25 | 2025-08-29 | — |
| 1ST GLOBAL ADVISORS INC | 2005-08-10 | 2019-10-25 | — |