STEPHEN P SCHWAB is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2024-09-04 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-03-29 | 2024-09-17 | — |