EDWARD JAY LOFTICE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with MONTGOMERY FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONTGOMERY FINANCIAL SERVICES, LLC | 2024-10-28 | present | Yes |
| ADVANTAGE RETIREMENT GROUP | 2013-01-07 | 2017-10-17 | — |