# BARBARA SCHULZ MATHESON

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DESTINATION WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/110365) | 2019-02-01 | present | Yes |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-08-08 | 2019-01-17 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-08-08 | 2019-01-17 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-01-12 | 2014-12-31 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2009-10-14 | 2010-12-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2113501)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2113501.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.