# Aubrey Jean Socha

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2024-07-30 | present | Yes |
| [CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/104643) | 2019-11-07 | 2024-07-23 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2019-10-15 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2017-01-20 | 2018-07-13 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-07-02 | 2016-11-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6251582)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6251582.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.