Christian Cardoso (CRD# 7422848) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Cottonwood Heights, UT | Jul 2023 - Current | < 1 |
Charles Schwab & Company, Inc. | Cottonwood Heights, UT | May 2022 - Current | 2 |
Td Ameritrade | Southlake, TX | Aug 2021 - Jun 2022 | < 1 |
Vivint Smarthome | Provo, UT | Sep 2019 - Aug 2021 | 1 |
Aptive Environmental | Provo, UT | Apr 2019 - Sep 2019 | < 1 |
Altaray Solar | Pleasant Grove, UT | Sep 2017 - Apr 2019 | 1 |
Vivint Smarthome | Provo, UT | Jun 2017 - Sep 2017 | < 1 |
Utah Valley Univertiy | Orem, UT | Sep 2016 - Jun 2017 | < 1 |
Vivint Smarthome | Provo, UT | Jun 2016 - Sep 2016 | < 1 |
Martins Collision Repair | Orem, UT | Jul 2015 - Jun 2016 | < 1 |
Religious Mission | Santo Domingo, | Jun 2013 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
- TX
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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