KEVIN BAUMHART is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-05-13 | present | Yes |
| STRATEGIC ADVISERS LLC | 2026-01-12 | 2026-03-14 | — |
| CRESSET ASSET MANAGEMENT, LLC | 2020-02-28 | 2021-04-27 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-06-19 | 2020-02-11 | — |