CHARLOTTE BOWMAN SARGEANT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with HERITAGE FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HERITAGE FINANCIAL ADVISORS, LLC | 2010-09-15 | present | Yes |
| OBS FINANCIAL | 2006-07-12 | 2010-10-19 | — |
| OBS BROKERAGE SERVICES, INC. | 2003-06-26 | 2006-07-12 | — |