ALICE RUIZ is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-07-29 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-07-16 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-04-05 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2017-06-01 | 2022-02-09 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2013-10-29 | 2017-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2013-10-29 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2009-07-22 | 2009-10-23 | — |