KARL PATRICK TWEARDY is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-02-14 | 2025-03-31 | — |
| UNITED BROKERAGE SERVICES, INC | 2023-06-15 | 2023-12-15 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2022-05-16 | 2023-06-15 | — |
| CUNA BROKERAGE SERVICES, INC. | 2020-12-01 | 2022-05-17 | — |