# Jonathan R Dunn

Jonathan R Dunn is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-11-17 | present | Yes |
| [CAPITOL FAMILY OFFICE, INC.](https://search.stillhousedata.com/firm/312005) | 2022-11-14 | 2023-09-21 | — |
| [STASH WEALTH, LLC](https://search.stillhousedata.com/firm/167072) | 2022-08-01 | 2022-09-23 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-09-28 | 2022-07-21 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2017-08-01 | 2021-09-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6589522)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6589522.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.