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

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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

May 17, 2017

First registration

Oct 1, 2019

Dual registered

yes, broker-dealer

Other names

DANA LOMONACO|Dana Deidra LoMonaco

IAPD individual key

6780369

• Occurred

  Oct 6, 2022
  Advisor changed firm

  Dana Lomonaco left Janney Montgomery Scott Llc for Charles Schwab & Co., Inc. (registered 2023-03-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:28edafcf-b684-3193-eb14-63b8bdb8fd41

First observed

Oct 1, 2019

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.