# TERESA VELGARA

TERESA VELGARA is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-08-05 | present | Yes |
| [RAPPAPORT REICHES CAPITAL MANAGEMENT,](https://search.stillhousedata.com/firm/137021) | 2018-12-21 | 2025-07-23 | — |
| [CIBC PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109644) | 2017-09-06 | 2019-08-12 | — |
| [GENEVA ADVISORS, LLC](https://search.stillhousedata.com/firm/121629) | 2015-11-23 | 2017-09-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6558416)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6558416.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.