# LANCE OWEN BURKS

LANCE OWEN BURKS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/294197) | 2024-08-07 | present | Yes |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2022-04-11 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2020-03-10 | 2022-03-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-02-06 | 2020-01-27 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2009-12-07 | 2010-09-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5725053)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5725053.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.