# Matthew Brent Lorner

Matthew Brent Lorner is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with CALAMOS WEALTH MANAGEMENT LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CALAMOS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/143490) | 2026-07-10 | present | Yes |
| [ADVISORS CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/112266) | 2025-05-08 | 2026-07-07 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2024-01-10 | 2025-05-01 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2023-07-13 | 2024-01-09 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2016-03-07 | 2023-07-12 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2013-07-24 | 2016-02-22 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2012-06-05 | 2013-07-15 | — |
| [CAPITAL ONE FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/127236) | 2008-10-29 | 2012-06-05 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2008-02-28 | 2008-10-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5288922)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5288922.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.