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BARBARA MONTGOMERY SELIG
BARBARA ANN MONTGOMERY
CRD#: 4887828
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 1200 West International Speedway Boulevard
Building 150, Room 109 A, B, C
Daytona Beach, FL 32114
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2014 - Present (10 years)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2004 - 2014 (9 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2006 - 2014 (8 years)
License(s)

State Registrations

B
Alabama 7/18/2023

B
Iowa 11/29/2018

B
California 1/3/2024

B
Kentucky 1/6/2020

B
Connecticut 7/28/2020

B
Massachusetts 8/3/2023

B
District of Columbia 1/3/2024

B
New York 8/10/2018

B
Florida 7/16/2014

B
North Carolina 6/13/2017

IA
Florida 7/21/2014

B
Pennsylvania 6/28/2019

B
Georgia 2/11/2022

B
Virginia 9/26/2016

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
1200 West International Speedway Boulevard Building 150, Room 109 A, B, C, Daytona Beach, FL 32114
Ormond Beach, FL
Registered with this firm since 7/21/2014

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
1200 West International Speedway Boulevard Building 150, Room 109 A, B, C, Daytona Beach, FL 32114
Ormond Beach, FL
Registered with this firm since 7/16/2014

Previous Registration(s)
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IA
01/27/2006 - 06/23/2014 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) DAYTONA BEACH, FL
B
12/08/2004 - 06/23/2014 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) DAYTONA BEACH, FL
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.