Preston James Ptak is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with COOKSON PEIRCE & CO INC.
| Firm | From | To | Current |
|---|---|---|---|
| COOKSON PEIRCE & CO INC | 2026-05-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-05-18 | 2026-05-14 | — |
| LINEWEAVER WEALTH ADVISORS, LLC | 2022-01-05 | 2022-03-24 | — |
| THE HUNTINGTON INVESTMENT COMPANY | 2019-04-24 | 2020-06-18 | — |
| CHARLES SCHWAB & CO., INC. | 2018-11-02 | 2019-04-15 | — |