Sara L Houpis is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-02-03 | present | Yes |
| LPL FINANCIAL LLC | 2013-07-02 | 2014-07-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-15 | 2013-01-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2011-08-23 | — |
| WELLS FARGO INVESTMENTS, LLC | 2006-10-05 | 2011-01-03 | — |