CALEB JOHN MONTAG is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-03-18 | present | Yes |
| SECURITIES AMERICA ADVISORS, INC. | 2018-10-16 | 2024-03-19 | — |
| LPL FINANCIAL LLC | 2018-02-14 | 2018-10-25 | — |
| SII INVESTMENTS, INC. | 2016-06-14 | 2018-02-14 | — |
| CRI SECURITIES, LLC | 2014-07-10 | 2016-06-15 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2014-07-10 | 2016-06-15 | — |