# Jeffrey Royce Wingerter

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2023-02-06 | present | Yes |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2020-09-02 | 2023-01-24 | — |
| [RBC SECURITIES, INC.](https://search.stillhousedata.com/firm/103705) | 2017-10-24 | 2020-07-24 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2011-06-13 | 2017-09-22 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2007-02-07 | 2007-05-07 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-10-20 | 2007-02-05 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2002-08-27 | 2004-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4248281)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4248281.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.