# ROBERT LANCE BURCH

ROBERT LANCE BURCH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2016-12-16 | present | Yes |
| [SCHWAB WEALTH INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/173455) | 2015-03-12 | 2016-12-13 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2012-01-03 | 2014-10-22 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-08-24 | 2014-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-10-18 | 2007-08-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4837729)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4837729.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.