KACY LYNN LOTZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-04-06 | present | Yes |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2023-05-26 | 2026-03-17 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-09-02 | 2023-06-01 | — |
| EDWARD D. JONES & CO., L.P. | 2013-05-17 | 2016-09-06 | — |
| ESSEX NATIONAL SECURITIES, LLC | 2005-06-17 | 2011-06-20 | — |