STEPHEN ROBERT WALSH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2017-02-02 | present | Yes |
| PNC WEALTH MANAGEMENT | 2013-12-23 | 2017-01-11 | — |
| OPPENHEIMER & CO. INC. | 2012-11-01 | 2013-12-04 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-05-05 | 2012-10-03 | — |
| TD AMERITRADE, INC. | 2004-12-16 | 2012-10-03 | — |
| CHARLES SCHWAB & CO., INC. | 2003-02-05 | 2004-12-08 | — |