Jeffrey Felix is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-12-16 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2021-12-06 | 2024-10-22 | — |
| M&T SECURITIES, INC. | 2019-06-10 | 2021-06-09 | — |
| CETERA INVESTMENT ADVISERS LLC | 2018-02-14 | 2019-05-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-03-29 | 2018-01-25 | — |
| U.S. BANCORP ADVISORS, LLC | 2014-11-05 | 2016-03-21 | — |