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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Whitney Hull

Advisor at CHARLES SCHWAB & CO., INC.

Ruther Glen, VA | Indianapolis, IN

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Search this name across graphsid dfx:ria:08c2a80f-ba66-d2cb-0c73-f112a26f54eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 22, 2018
First registration: Jan 24, 2018
Dual registered: yes, broker-dealer
Other names: WHITNEY HULL|Whitney Dyan Hull
IAPD individual key: 6397043

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 20, 2022	n/a	yes	Ruther Glen, VA\|Indianapolis, IN	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 30, 2021	Jul 19, 2022	no	Chesapeake, VA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 7, 2019	Jun 30, 2021	no	RICHMOND, VA	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	Sep 28, 2018	Jan 17, 2019	no	GLEN ALLEN, VA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 24, 2018	Sep 13, 2018	no	FREDERICKSBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CHARLES SCHWAB & CO., INC.	Jul 19, 2022	Jul 20, 2022	1	Firm change	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 30, 2021	Jun 30, 2021	0	Firm change	Ibd to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jan 17, 2019	Jan 7, 2019	-10	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Sep 13, 2018	Sep 28, 2018	15	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
705:149018:VA:2021-06-30	Jun 30, 2021	Jun 30, 2021	RICHMOND, VA	Firm change

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jul 20, 2022 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 30, 2021 to Jul 19, 2022factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 7, 2019 to Jun 30, 2021factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Sep 28, 2018 to Jan 17, 2019factForm ADV

Dated events

Occurred
Jul 19, 2022
Advisor changed firm
Whitney Hull left Raymond James Financial Services Advisors, Inc for Charles Schwab & Co., Inc. (registered 2022-07-20)
Form ADVobserved 6 days ago