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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 18, 2022

First registration

Feb 18, 2022

Dual registered

yes, broker-dealer

IAPD individual key

7451954

• Occurred

  Dec 16, 2024
  Advisor changed firm

  Jesse Christian Vega left Paradigm Advisors, Llc for Schwab Wealth Advisory, Inc. (registered 2026-06-04)

  Form ADVobserved 6 days ago
• Occurred

  Jan 2, 2024
  Advisor changed firm

  Jesse Christian Vega left Portfolio Advisors, Inc. for Paradigm Advisors, Llc (registered 2024-02-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1688cf8b-2b83-169d-4f69-eefd2039b22d

First observed

Feb 18, 2022

Last observed

Sep 14, 2026 7 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.