CASSANDRA JO BARTLETT is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-09-13 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2018-03-22 | 2018-04-18 | — |
| STRATEGIC ADVISERS LLC | 2008-09-30 | 2016-06-30 | — |