# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL CLIENT GROUP, INC.](https://search.stillhousedata.com/firm/6247) | 2024-09-06 | present | Yes |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2022-03-31 | 2024-08-26 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-10-05 | 2021-06-17 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2019-05-07 | 2020-08-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6830884)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6830884.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.