# Joseph E Stephens

Joseph E Stephens is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2025-11-05 | present | Yes |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2021-03-01 | 2025-11-03 | — |
| [IC ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/140190) | 2018-09-24 | 2019-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-11-17 | 2018-09-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5256105)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5256105.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.