Aubrey Jean Socha is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-07-30 | present | Yes |
| CAPITAL ADVISORS, INC. | 2019-11-07 | 2024-07-23 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-10-15 | — |
| STRATEGIC ADVISERS LLC | 2017-01-20 | 2018-07-13 | — |
| STRATEGIC ADVISERS LLC | 2015-07-02 | 2016-11-15 | — |