KACIE JOELLEN SWARTZ

KACIE JOELLEN SWARTZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with BLACK BARN FINANCIAL, LLC.

Registration history (5)

FirmFromToCurrent
BLACK BARN FINANCIAL, LLC2022-12-16presentYes
DBA STONE WEALTH MANAGEMENT2013-10-072022-12-15
THORNBURG INVESTMENT MANAGEMENT INC2009-12-182013-09-04
THORNBURG INVESTMENT MANAGEMENT INC2009-02-112009-05-12
TRUIST INVESTMENT SERVICES, INC.2005-08-152008-09-08

More