# Sophia Louise Ivancich

Sophia Louise Ivancich is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with CLEARSTEAD ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLEARSTEAD ADVISORS, LLC](https://search.stillhousedata.com/firm/105674) | 2024-04-21 | present | Yes |
| [WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106060) | 2023-07-17 | 2024-04-19 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2022-06-02 | 2023-06-16 | — |
| [ROBERT W. BAIRD & CO. INCORPORATED](https://search.stillhousedata.com/firm/8158) | 2019-05-31 | 2022-06-12 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-11-13 | 2019-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6163420)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6163420.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.