Lisa Rose Mange is an investment adviser representative (IAR) with state registration records since 2022, appearing at 5 firms. Currently registered with TRIAD WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | 2026-07-02 | present | Yes |
| MARINER, LLC | 2025-03-07 | 2026-05-01 | — |
| STRATEGIC INVESTMENT ADVISORS, LLC | 2024-10-08 | 2025-03-05 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-11-11 | 2023-10-20 | — |
| GRAND WEALTH MANAGEMENT, LLC | 2022-03-11 | 2022-11-04 | — |