BARBARA SCHULZ MATHESON is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with DESTINATION WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 2019-02-01 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-08-08 | 2019-01-17 | — |
| TD AMERITRADE, INC. | 2016-08-08 | 2019-01-17 | — |
| STRATEGIC ADVISERS LLC | 2011-01-12 | 2014-12-31 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-10-14 | 2010-12-06 | — |