# SPENCER HARVEY LLOYD

SPENCER HARVEY LLOYD is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-04-01 | present | Yes |
| [MONTEREY PRIVATE WEALTH, INC.](https://search.stillhousedata.com/firm/114572) | 2019-05-17 | 2025-04-21 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2016-12-09 | 2019-04-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5371072)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5371072.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.