LISA B SIMON is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-01-10 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2010-06-21 | 2011-12-21 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-02-23 | 2010-05-03 | — |