# Justin Tate

Justin Tate is an investment adviser representative (IAR) with state registration records since 2008, appearing at 7 firms. Currently registered with CWM, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2026-04-06 | present | Yes |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2022-06-29 | 2024-12-13 | — |
| [CLEAR HARBOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/311114) | 2021-07-28 | 2021-10-20 | — |
| [WEALTHTRUST ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174901) | 2020-09-11 | 2020-12-18 | — |
| [SALTMARSH FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/132248) | 2019-12-23 | 2020-04-20 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2010-11-02 | 2012-03-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-02-05 | 2008-12-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5258984)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5258984.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.