# LAURIE LYNN NOVAK

LAURIE LYNN NOVAK is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2024-12-24 | present | Yes |
| [BOSTON FINANCIAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/112360) | 2020-02-07 | 2025-02-18 | — |
| [CONGRESS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/149446) | 2015-03-16 | 2020-01-13 | — |
| [SHEPHERD KAPLAN LLC](https://search.stillhousedata.com/firm/128244) | 2010-09-08 | 2011-03-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5663254)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5663254.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.