Charles Donald Schad is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | 2021-08-17 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2021-05-28 | 2021-08-24 | — |