# ALAN DAVID JACOBSON

ALAN DAVID JACOBSON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2026-04-23 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2021-04-30 | 2026-04-27 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2019-09-04 | 2021-04-29 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2019-02-21 | 2019-08-26 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2017-01-24 | 2019-02-12 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2015-02-26 | 2017-01-24 | — |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2013-05-02 | 2015-02-12 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-02-08 | 2013-04-26 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2010-07-19 | 2013-02-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-06-11 | 2010-07-13 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2008-03-31 | 2010-06-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5074540)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5074540.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.