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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Linda L Dash

Advisor at THE MATHER GROUP, LLC

CHICAGO, IL | Atlanta, GA

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Search this name across graphsid dfx:ria:0b297694-a661-7120-77a9-e06cfa512fbf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2012 to Sep 15, 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: THE MATHER GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 13, 2003
First registration: Feb 28, 2012
Dual registered: no
Other names: LINDA L DASH|LINDA L DASH|LINDA LEE DASH
IAPD individual key: 4609611

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
THE MATHER GROUP, LLC	Independent wealth	Jan 30, 2024	n/a	yes	Atlanta, GA\|CHICAGO, IL	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 5, 2020	Dec 19, 2022	no	Atlanta, GA\|Temple Terrace, FL\|Sandy Springs, GA	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX\|ATLANTA, GA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 11, 2014	Jan 8, 2018	no	ATLANTA, GA\|Atlanta, GA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Feb 28, 2012	Aug 27, 2013	no	ATLANTA, GA	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
CHARLES SCHWAB & CO., INC.	THE MATHER GROUP, LLC	Dec 19, 2022	Jan 30, 2024	407	Firm change after gap	Ibd to RIA
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	Jun 5, 2020	12	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
PARK AVENUE SECURITIES LLC	USAA FINANCIAL PLANNING SERVICES	Aug 27, 2013	Apr 11, 2014	227	Firm change	Other

Relationships

Registered with (5)

→ THE MATHER GROUP, LLCRegistered adviserregistration: current employment
Jan 30, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 5, 2020 to Dec 19, 2022factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 11, 2014 to Jan 8, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Aug 27, 2013factForm ADV

Dated events

Occurred
Dec 19, 2022
Advisor changed firm
Linda L Dash left Charles Schwab & Co., Inc. for The Mather Group, Llc (registered 2024-01-30)
Form ADVobserved 5 days ago