# LOUIS DANIEL PRESEREN

LOUIS DANIEL PRESEREN is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with ANCORA PRIVATE WEALTH ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ANCORA PRIVATE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/124845) | 2024-03-05 | present | Yes |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2022-01-24 | 2023-07-31 | — |
| [CAPITAL ADVISORS, LTD., LLC](https://search.stillhousedata.com/firm/153600) | 2022-01-12 | 2023-07-31 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2021-12-13 | 2022-01-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6841684)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6841684.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.