# LISA VICTORIA GRAHAM

LISA VICTORIA GRAHAM is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | 2024-08-30 | present | Yes |
| [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/110666) | 2022-12-01 | 2024-09-11 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2021-11-11 | 2022-09-23 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-01-08 | 2021-07-19 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2018-09-17 | 2020-11-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6985490)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6985490.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.