Lucas Brian Pelfrey

Lucas Brian Pelfrey is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CAPITAL CLIENT GROUP, INC..

Registration history (4)

FirmFromToCurrent
CAPITAL CLIENT GROUP, INC.2024-09-06presentYes
ONEAMERICA SECURITIES, INC.2022-03-312024-08-26
FIDELITY PERSONAL AND WORKPLACE ADVISORS2020-10-052021-06-17
CHARLES SCHWAB & CO., INC.2019-05-072020-08-20

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