# KERRY JEANNE SCHMITZ

KERRY JEANNE SCHMITZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC., INDEPENDENT FINANCIAL GROUP, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2015-02-06 | present | Yes |
| [DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/165145) | 2013-12-23 | present | Yes |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2003-04-02 | 2013-01-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4440055)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4440055.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.