LUCIE ROXANNE GABRIEL LORTZ is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-11-04 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2023-03-02 | 2025-11-04 | — |
| EDWARD D. JONES & CO., L.P. | 2019-05-28 | 2020-09-25 | — |