# Sarah Jane Walkinshaw

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2024-03-13 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2023-05-01 | 2024-07-08 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2020-02-18 | 2023-04-18 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2018-11-02 | 2020-02-14 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2018-04-17 | 2018-11-02 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2008-03-03 | 2009-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5094437)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5094437.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.