# KAYSE ANN KRESS

KAYSE ANN KRESS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with DOCSFP LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DOCSFP LLC](https://search.stillhousedata.com/firm/318460) | 2022-02-03 | present | Yes |
| [PHYSICIAN WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/282338) | 2018-09-10 | 2021-12-31 | — |
| [MORE WITH LESS FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/288842) | 2017-08-03 | 2018-11-30 | — |
| [CONNECTICUT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/154310) | 2010-10-28 | 2017-05-04 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-11-20 | 2011-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5060633)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5060633.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.