# LYDIA C STEPHENS

LYDIA C STEPHENS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with UNITED ADVISOR GROUP, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/324205) | 2025-08-26 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-10-11 | 2025-08-28 | — |
| [AMERICAN PORTFOLIOS ADVISORS, INC](https://search.stillhousedata.com/firm/112697) | 2019-07-09 | 2024-10-11 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2011-11-28 | 2019-07-09 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-01-18 | 2011-11-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5027573)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5027573.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.