# MASON BODIE MONROE

MASON BODIE MONROE is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with MARINER INDEPENDENT ADVISOR NETWORK, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARINER INDEPENDENT ADVISOR NETWORK, LLC](https://search.stillhousedata.com/firm/283824) | 2023-08-16 | present | Yes |
| [LEGACY WEALTH PLANNING, LLC](https://search.stillhousedata.com/firm/289212) | 2017-10-02 | 2023-12-04 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-05-10 | 2014-07-01 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2009-01-28 | 2011-05-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5604550)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5604550.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.
