Charles David Lautz is an investment adviser representative (IAR) with state registration records since 2004, appearing at 9 firms. Currently registered with MONEX ASSET MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| MONEX ASSET MANAGEMENT, INC. | 2023-05-03 | present | Yes |
| INSIGHT SECURITIES, INC. | 2021-04-15 | 2023-04-24 | — |
| PFG ADVISORS | 2020-03-16 | 2021-01-20 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2017-12-04 | 2020-03-20 | — |
| MONEX ASSET MANAGEMENT, INC. | 2017-09-11 | 2017-12-07 | — |
| SNOWDEN CAPITAL ADVISORS LLC | 2017-01-23 | 2017-06-28 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2017-01-25 | — |
| WELLS FARGO INVESTMENTS, LLC | 2008-07-10 | 2011-01-03 | — |
| STRATEGIC ADVISERS LLC | 2005-07-12 | 2008-05-07 | — |
| PRUCO SECURITIES, LLC | 2004-08-05 | 2005-06-17 | — |