# JEREMY THOMAS DUNLOP

JEREMY THOMAS DUNLOP is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with HB WEALTH MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HB WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/316731) | 2026-06-15 | present | Yes |
| [HAMILTON CAPITAL, LLC](https://search.stillhousedata.com/firm/109116) | 2022-04-08 | 2026-05-26 | — |
| [BDO WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/222525) | 2017-08-21 | 2022-02-02 | — |
| [SIGNET FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/105310) | 2015-09-15 | 2017-08-07 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2014-04-02 | 2015-08-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2009-07-15 | 2014-03-11 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-12-19 | 2009-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5298142)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5298142.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.