Robert Wells Kay is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-06-01 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2017-03-06 | 2018-07-18 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2009-04-16 | 2009-05-29 | — |