# CALEB JOHN MONTAG

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-03-18 | present | Yes |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2018-10-16 | 2024-03-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-02-14 | 2018-10-25 | — |
| [SII INVESTMENTS, INC.](https://search.stillhousedata.com/firm/2225) | 2016-06-14 | 2018-02-14 | — |
| [CRI SECURITIES, LLC](https://search.stillhousedata.com/firm/22589) | 2014-07-10 | 2016-06-15 | — |
| [SECURIAN FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15296) | 2014-07-10 | 2016-06-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6337773)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6337773.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.