# Preston James Ptak

Preston James Ptak is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with COOKSON PEIRCE & CO INC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COOKSON PEIRCE & CO INC](https://search.stillhousedata.com/firm/110729) | 2026-05-29 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2022-05-18 | 2026-05-14 | — |
| [LINEWEAVER WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173310) | 2022-01-05 | 2022-03-24 | — |
| [THE HUNTINGTON INVESTMENT COMPANY](https://search.stillhousedata.com/firm/16986) | 2019-04-24 | 2020-06-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-11-02 | 2019-04-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6928901)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6928901.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.