# JESSE WILLIAM HAUPTRIEF

JESSE WILLIAM HAUPTRIEF is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115120) | 2017-05-01 | present | Yes |
| [COPPELL ADVISORY SOLUTIONS LLC](https://search.stillhousedata.com/firm/156549) | 2014-11-13 | 2014-12-04 | — |
| [RESOURCE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/156081) | 2011-03-23 | 2017-07-18 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2011-01-05 | 2011-04-01 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2004-01-02 | 2010-12-31 | — |
| [UNITED SECURITIES ALLIANCE, INC.](https://search.stillhousedata.com/firm/36487) | 2003-10-15 | 2003-12-31 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 1998-06-24 | 2003-10-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/844345)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/844345.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.