Sarah Jane Walkinshaw is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2024-03-13 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2023-05-01 | 2024-07-08 | — |
| OSAIC WEALTH, INC. | 2020-02-18 | 2023-04-18 | — |
| OSAIC WEALTH, INC. | 2018-11-02 | 2020-02-14 | — |
| SIGNATOR INVESTORS, INC. | 2018-04-17 | 2018-11-02 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2008-03-03 | 2009-04-28 | — |