# Lois J. Gregory

Lois J. Gregory is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2022-08-15 | 2025-09-05 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2020-04-28 | 2022-07-21 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-06-28 | 2020-03-18 | — |
| [PENSION BUILDERS AND CONSULTANTS/ADVICEWARE](https://search.stillhousedata.com/firm/164400) | 2012-07-24 | 2015-12-31 | — |
| [REHMANN WEALTH](https://search.stillhousedata.com/firm/123047) | 2011-06-09 | 2012-11-26 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2009-03-23 | 2009-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5504622)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5504622.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.