# Teresa Patrick

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2026-06-11 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2026-04-02 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-11-09 | 2025-03-31 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2020-09-18 | 2020-10-30 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2019-06-24 | 2020-10-05 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2018-04-23 | 2019-03-25 | — |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2015-12-14 | 2018-04-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5659559)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5659559.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.