URSULA STEPHANIE AUGER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with TOBIAS FINANCIAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-01-15 | present | Yes |
| PLANWYZ INC. | 2019-08-08 | 2022-03-24 | — |
| KEATING INVESTMENT COUNSELORS INC | 2018-04-27 | 2025-11-19 | — |
| CASTLE WEALTH MANAGEMENT LLC | 2016-09-26 | 2018-04-13 | — |