# Christopher Edward Simon-Wallace

Christopher Edward Simon-Wallace is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with ROBINSWOOD FINANCIAL LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROBINSWOOD FINANCIAL LLC](https://search.stillhousedata.com/firm/143417) | 2023-11-28 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-10-29 | 2023-11-07 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2022-09-28 | 2023-09-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2022-09-28 | 2022-10-14 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-12-08 | 2022-07-15 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2021-04-22 | 2021-08-19 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2021-04-22 | 2021-08-19 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2020-04-08 | 2021-01-11 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2020-04-08 | 2020-12-31 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2020-01-06 | 2020-04-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6742656)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6742656.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.