Karl E Schwartz is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with KESTRA PRIVATE WEALTH SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2025-01-22 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2024-07-12 | 2025-01-29 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-10-13 | 2024-07-15 | — |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 2013-07-22 | 2016-12-13 | — |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | 2006-11-20 | 2011-02-24 | — |
| JOHN HANCOCK DISTRIBUTORS LLC | 2004-03-26 | 2006-09-28 | — |