LACEY JORDAN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2025-04-09 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2015-05-04 | 2025-05-05 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-01-02 | 2015-05-05 | — |
| NEW ENGLAND SECURITIES | 2006-04-27 | 2015-01-02 | — |