ELIZABETH LORSON is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-01 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-06-18 | 2021-04-28 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2019-02-15 | — |
| USAA FINANCIAL PLANNING SERVICES | 2017-11-29 | 2018-01-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-04-18 | 2017-09-20 | — |