# Curtis Westrich

Curtis Westrich is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-08-01 | present | Yes |
| [PROVIDERS WEALTH LLC](https://search.stillhousedata.com/firm/332448) | 2024-09-20 | 2025-07-11 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2023-08-18 | 2024-08-19 | — |
| [MOSS ADAMS WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108917) | 2020-01-10 | 2023-07-21 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2014-10-06 | 2019-12-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5882851)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5882851.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.