# Carolyn Wittmann-Todd

Carolyn Wittmann-Todd is an investment adviser representative (IAR) with state registration records since 2014, appearing at 8 firms. Currently registered with FULCRUM CAPITAL, LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FULCRUM CAPITAL, LLC](https://search.stillhousedata.com/firm/145322) | 2025-10-24 | present | Yes |
| [THE CAPROCK GROUP, LLC](https://search.stillhousedata.com/firm/124272) | 2025-05-19 | 2025-10-24 | — |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2019-05-24 | 2019-09-09 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2018-09-14 | 2019-05-02 | — |
| [ROBERT W. BAIRD & CO. INCORPORATED](https://search.stillhousedata.com/firm/8158) | 2018-05-17 | 2018-08-30 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2016-09-06 | 2018-04-24 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2016-06-20 | 2016-09-06 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-09-11 | 2016-05-26 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2014-08-08 | 2015-09-02 | — |
| [JANNEY MONTGOMERY SCOTT LLC](https://search.stillhousedata.com/firm/463) | 2014-05-08 | 2014-07-23 | — |
| [JANNEY MONTGOMERY SCOTT LLC](https://search.stillhousedata.com/firm/463) | 2014-03-14 | 2014-04-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6159405)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6159405.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.