# Wesley Burroughs

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-09-08 | present | Yes |
| [SNIDER RETIREMENT STRATEGIES, INC.](https://search.stillhousedata.com/firm/117392) | 2024-10-25 | 2025-07-29 | — |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2023-02-22 | 2024-09-20 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-03-19 | 2022-11-29 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2020-12-03 | 2021-03-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7148777)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7148777.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.