CARTER MATHIS is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with DAVENPORT & COMPANY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DAVENPORT & COMPANY LLC | 2025-08-04 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-09 | 2025-03-31 | — |