# WILLIAM COURTNEY LEFFALL

WILLIAM COURTNEY LEFFALL is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-12-14 | present | Yes |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2022-03-04 | 2023-12-18 | — |
| [SVB INVESTMENT SERVICES INC.](https://search.stillhousedata.com/firm/168116) | 2021-03-17 | 2022-07-29 | — |
| [DIMENSIONAL FUND ADVISORS LP](https://search.stillhousedata.com/firm/106482) | 2014-12-23 | 2019-10-02 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2009-06-10 | 2013-04-18 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2008-03-12 | 2009-03-18 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2006-12-15 | 2008-02-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5211412)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5211412.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.