Jose M Garza is an investment adviser representative (IAR) with state registration records since 2005, appearing at 12 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2026-04-02 | present | Yes |
| STRATEGY FINANCIAL GROUP | 2025-05-27 | 2026-01-29 | — |
| CHARLES SCHWAB & CO., INC. | 2022-06-06 | 2025-05-16 | — |
| J.P. MORGAN SECURITIES LLC | 2020-09-03 | 2022-05-10 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2018-06-19 | 2020-09-01 | — |
| CHARLES SCHWAB & CO., INC. | 2018-03-02 | 2020-03-11 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2017-04-25 | 2017-09-11 | — |
| MERCER GLOBAL ADVISORS INC. | 2015-09-05 | 2016-04-20 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-11-21 | 2015-08-27 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2008-03-06 | 2014-10-09 | — |
| OSAIC FA, INC. | 2006-11-07 | 2007-04-25 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-05-17 | 2006-11-01 | — |
| TD AMERITRADE, INC. | 2005-07-27 | 2006-11-01 | — |