# Lisa Danielle Ward

Lisa Danielle Ward is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with PLUMB FINANCIAL LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PLUMB FINANCIAL LLC](https://search.stillhousedata.com/firm/334608) | 2025-05-15 | present | Yes |
| [CHAPPELWOOD FINANCIAL SERVICES CORP.](https://search.stillhousedata.com/firm/134318) | 2023-10-06 | 2025-05-02 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2022-01-28 | 2023-10-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6830261)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6830261.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.