# Kathleen Jo Scholz

Kathleen Jo Scholz is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2026-05-27 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-07-17 | 2026-04-10 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2021-08-10 | 2022-08-22 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2020-10-20 | 2021-06-16 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2019-07-25 | 2019-10-24 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2016-08-02 | 2017-08-29 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2014-09-10 | 2016-08-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6227296)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6227296.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.