# Sofia Carter

Sofia Carter is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with KEY INVESTMENT SERVICES LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KEY INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/136300) | 2025-12-17 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2023-06-06 | 2025-12-03 | — |
| [THE HUNTINGTON INVESTMENT COMPANY](https://search.stillhousedata.com/firm/16986) | 2022-12-08 | 2023-05-16 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2019-07-23 | 2022-11-03 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-05-06 | 2019-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6295160)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6295160.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.