THOMAS WALT LIFSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2025-07-08 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2017-04-20 | 2025-02-26 | — |
| PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC | 2013-07-16 | 2013-12-09 | — |
| INVESCO MANAGED ACCOUNTS, LLC | 2012-02-06 | 2013-08-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-02-16 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2006-07-06 | 2007-04-02 | — |
| MORGAN STANLEY DW INC. | 2005-06-10 | 2006-06-07 | — |