MATTHEW JAMES LIPARI is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2015-09-25 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2014-12-01 | 2015-10-14 | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 2010-04-30 | 2010-07-22 | — |
| AFA ADVISOR SERVICES LLC | 2010-01-25 | 2010-04-29 | — |