# Brian James Boccio

Brian James Boccio is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-03-29 | present | Yes |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2014-12-12 | 2016-07-22 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2014-10-21 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2010-03-05 | 2012-10-01 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2009-05-22 | 2010-03-05 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2005-09-09 | 2009-02-09 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 1999-02-16 | 2005-09-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3001219)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3001219.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.