# Ross Garrett Allen

Ross Garrett Allen is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-07-31 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-06-13 | 2025-07-10 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2021-10-15 | 2023-05-16 | — |
| [CREDIT UNION INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/144871) | 2018-05-23 | 2021-08-12 | — |
| [LAWRENCE FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/127486) | 2014-11-03 | 2017-03-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6407186)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6407186.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.