STEVEN DALE BOLES is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-08-21 | present | Yes |
| FTB ADVISORS, INC. | 2011-12-19 | 2013-10-10 | — |
| FIRST HORIZON ADVISORS, INC. | 2010-05-20 | 2025-08-21 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2009-04-23 | 2010-05-10 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-02-05 | 2008-12-24 | — |