JEREMY THOMAS DUNLOP is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with HB WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HB WEALTH MANAGEMENT, LLC | 2026-06-15 | present | Yes |
| HAMILTON CAPITAL, LLC | 2022-04-08 | 2026-05-26 | — |
| BDO WEALTH ADVISORS, LLC | 2017-08-21 | 2022-02-02 | — |
| SIGNET FINANCIAL MANAGEMENT, LLC | 2015-09-15 | 2017-08-07 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-04-02 | 2015-08-20 | — |
| CHARLES SCHWAB & CO., INC. | 2009-07-15 | 2014-03-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-12-19 | 2009-04-27 | — |