# Brian W Lewallen

Brian W Lewallen is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-10-08 | present | Yes |
| [COMMERCE BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/17140) | 2019-05-02 | 2021-05-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-05-08 | 2019-04-08 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-02-27 | 2018-05-12 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-02-26 | 2018-05-12 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2017-05-25 | 2018-02-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6731767)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6731767.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.