Kasey McCurdy is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-03-13 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2026-03-13 | present | Yes |
| CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 2014-12-01 | 2020-09-30 | — |
| CHARLES SCHWAB & CO., INC. | 2012-07-05 | 2014-04-17 | — |