# Robert Schmidt

Robert Schmidt is an investment adviser representative (IAR) with state registration records since 2003, appearing at 11 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-05-18 | present | Yes |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2021-08-31 | 2022-05-18 | — |
| [CARDEA CAPITAL GROUP, INC.](https://search.stillhousedata.com/firm/311932) | 2021-06-07 | 2021-06-24 | — |
| [CARDEA CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/307600) | 2021-05-03 | 2021-06-21 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2018-08-09 | 2020-08-24 | — |
| [FREEDOM INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/126052) | 2017-01-18 | 2018-02-13 | — |
| [PACIFIC FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/105203) | 2013-04-12 | 2015-07-16 | — |
| [PATHWAY STRATEGIC ADVISORS](https://search.stillhousedata.com/firm/158395) | 2012-06-26 | 2013-01-23 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2008-12-11 | 2012-05-31 | — |
| [PACER ADVISORS, INC.](https://search.stillhousedata.com/firm/137381) | 2008-07-17 | 2008-10-23 | — |
| [BNY MELLON ADVISORS, INC.](https://search.stillhousedata.com/firm/106108) | 2003-10-15 | 2008-04-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1247545)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1247545.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.