# Carlos Morlote

Carlos Morlote is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2021-10-21 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2018-11-15 | 2021-02-19 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2017-08-30 | 2018-11-28 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2017-02-08 | 2017-08-23 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2014-01-13 | 2017-01-31 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2013-07-11 | 2014-01-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4907995)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4907995.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.