# CHARLOTTE BOWMAN SARGEANT

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HERITAGE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/154955) | 2010-09-15 | present | Yes |
| [OBS FINANCIAL](https://search.stillhousedata.com/firm/138615) | 2006-07-12 | 2010-10-19 | — |
| [OBS BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/104281) | 2003-06-26 | 2006-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4679560)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4679560.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.