EDDY R MONTALVO is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-01-06 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-05-11 | 2025-01-08 | — |
| LPL FINANCIAL LLC | 2021-01-21 | 2023-04-03 | — |
| OSAIC WEALTH, INC. | 2020-01-24 | 2021-01-13 | — |
| ALLEN & COMPANY OF FLORIDA, LLC | 2018-05-08 | 2018-12-13 | — |