# CYNTHIA ROSE SFORZA

CYNTHIA ROSE SFORZA is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with LUCIDITY WEALTH ADVISORS INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LUCIDITY WEALTH ADVISORS INC.](https://search.stillhousedata.com/firm/326482) | 2023-08-15 | present | Yes |
| [TOWNELEY CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/169863) | 2021-03-16 | 2023-08-22 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2017-07-25 | 2021-03-02 | — |
| [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/168095) | 2016-09-21 | 2017-07-03 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2016-04-01 | 2016-09-28 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2008-07-03 | 2016-02-04 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-07-30 | 2008-02-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5333615)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5333615.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.