# WENDY BETH ADLER

WENDY BETH ADLER is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with BUCKMAN ADVISORY GROUP LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BUCKMAN ADVISORY GROUP LLC](https://search.stillhousedata.com/firm/131688) | 2025-09-04 | present | Yes |
| [LRI INVESTMENTS](https://search.stillhousedata.com/firm/323556) | 2023-04-21 | 2025-07-10 | — |
| [M HOLDINGS SECURITIES, INC.](https://search.stillhousedata.com/firm/43285) | 2020-03-27 | 2024-04-01 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2010-10-15 | 2018-07-13 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2010-10-15 | 2018-07-13 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-07-13 | 2010-03-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5103186)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5103186.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.