# DAVID LLOYD ALLRED

DAVID LLOYD ALLRED is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with FISHER RETIREMENT SOLUTIONS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FISHER RETIREMENT SOLUTIONS LLC](https://search.stillhousedata.com/firm/331205) | 2024-07-08 | present | Yes |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2021-03-08 | 2024-07-03 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2019-02-15 | 2020-09-15 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2009-10-28 | 2018-04-30 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2009-01-20 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2006-02-28 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4963746)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4963746.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.