Teresa Patrick is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-06-11 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-04-02 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-11-09 | 2025-03-31 | — |
| OPPENHEIMER & CO. INC. | 2020-09-18 | 2020-10-30 | — |
| J.P. MORGAN SECURITIES LLC | 2019-06-24 | 2020-10-05 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2018-04-23 | 2019-03-25 | — |
| EAGLE STRATEGIES LLC | 2015-12-14 | 2018-04-25 | — |