# MAX BOWEN KORTEGAST

MAX BOWEN KORTEGAST is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with HOPWOOD FINANCIAL SERVICES, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HOPWOOD FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/127927) | 2026-01-28 | present | Yes |
| [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | 2022-06-23 | 2025-10-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2016-02-23 | 2022-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6462548)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6462548.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.