# JONATHAN A DOLD

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LAKESHORE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/331324) | 2024-05-30 | present | Yes |
| [WISE WEALTH, LLC](https://search.stillhousedata.com/firm/143421) | 2017-03-31 | 2025-02-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-02-03 | 2017-04-04 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2011-06-20 | 2012-01-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5746274)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5746274.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.