Ana Mason is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-11-11 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-02-21 | 2024-09-23 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-09-30 | 2020-02-06 | — |
| TD AMERITRADE, INC. | 2016-09-27 | 2020-02-06 | — |