# Dillon Lee Haviland

Dillon Lee Haviland is an investment adviser representative (IAR) with state registration records since 2018, appearing at 7 firms. Currently registered with BLOOM ADVISORS, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BLOOM ADVISORS, INC.](https://search.stillhousedata.com/firm/106152) | 2026-04-21 | present | Yes |
| [TBH GLOBAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/145536) | 2023-04-10 | 2026-03-02 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-04-12 | 2023-04-21 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2021-11-22 | 2022-10-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2021-11-22 | 2023-04-21 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2019-11-14 | 2021-10-06 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2018-12-20 | 2019-04-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7002444)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7002444.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.