Jeffrey Royce Wingerter is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2023-02-06 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2020-09-02 | 2023-01-24 | — |
| RBC SECURITIES, INC. | 2017-10-24 | 2020-07-24 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2011-06-13 | 2017-09-22 | — |
| PNC WEALTH MANAGEMENT | 2007-02-07 | 2007-05-07 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-10-20 | 2007-02-05 | — |
| QUICK & REILLY, INC. | 2002-08-27 | 2004-10-20 | — |