person● Verified · SEC records
Claire McHenry
In PWD coverage since August 31, 2026 · 2 stories
Career record
currentIANATIONAL FINANCIAL SERVICES LLC
currentIAFIDELITY BROKERAGE SERVICES LLC
PWD coverage
practice
State-registered advisers now number 16,897, and oversight follows the rep
NASAA's annual report sizes the sub-$100 million practice and shows why changing a firm's registration doesn't move its people out of state reach.