Wesley Burroughs is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-08 | present | Yes |
| SNIDER RETIREMENT STRATEGIES, INC. | 2024-10-25 | 2025-07-29 | — |
| COLDSTREAM WEALTH MANAGEMENT | 2023-02-22 | 2024-09-20 | — |
| LPL FINANCIAL LLC | 2021-03-19 | 2022-11-29 | — |
| EQUITABLE ADVISORS, LLC | 2020-12-03 | 2021-03-10 | — |