Teresa Michele Theobald is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with SOVEREIGN WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOVEREIGN WEALTH ADVISORS LLC | 2020-01-17 | present | Yes |
| SOVEREIGN WEALTH ADVISORS LLC | 2017-03-30 | 2019-12-31 | — |
| RBC CAPITAL MARKETS, LLC | 2012-03-20 | 2017-03-29 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-03-28 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2004-11-19 | 2007-04-02 | — |