# Caitlin M West

Caitlin M West is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with THE ASCENT GROUP, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE ASCENT GROUP, LLC](https://search.stillhousedata.com/firm/314424) | 2022-06-22 | present | Yes |
| [JOURNEY STRATEGIC WEALTH LLC](https://search.stillhousedata.com/firm/310648) | 2021-03-24 | 2022-01-14 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2019-03-06 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2018-05-01 | 2018-07-13 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2018-01-09 | 2018-02-12 | — |
| [GITTERMAN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153062) | 2016-08-17 | 2017-11-16 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-10-03 | 2011-06-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-08-15 | 2008-09-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5037781)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5037781.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.