JONATHAN A DOLD is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with LAKESHORE WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LAKESHORE WEALTH MANAGEMENT LLC | 2024-05-30 | present | Yes |
| WISE WEALTH, LLC | 2017-03-31 | 2025-02-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-02-03 | 2017-04-04 | — |
| PRUCO SECURITIES, LLC | 2011-06-20 | 2012-01-23 | — |