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.

Current firm

SCHWAB WEALTH ADVISORY, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 19, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jun 19, 1998

First registration

Dec 17, 2019

Dual registered

yes, broker-dealer

Other names

DAVID LINDSAY SOURK|DAVID LINDSAY SOURK|David Sourk

IAPD individual key

2257589

• Occurred

  May 16, 2025
  Advisor changed firm

  David Lindsay Sourk left Vanguard Advisers, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-11-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:125c1a42-26dd-e6d6-fd69-b2faedb8ad99

First observed

Dec 17, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.