# Wendy Ambrosius Grall

Wendy Ambrosius Grall is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/106753) | 2025-09-11 | present | Yes |
| [WELLS FARGO INVESTMENT INSTITUTE, INC.](https://search.stillhousedata.com/firm/133204) | 2021-11-30 | 2025-05-07 | — |
| [PIPER SANDLER & CO.](https://search.stillhousedata.com/firm/665) | 2017-01-04 | 2017-06-08 | — |
| [PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/145876) | 2016-10-17 | 2016-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5749836)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5749836.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.