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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Wade Elmo ONeal

Advisor at SCHWAB WEALTH ADVISORY, INC.

Westlake, TX

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Search this name across graphsid dfx:ria:3db86568-39df-bdbd-6079-76406ee8b2d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2008 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: 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: Sep 13, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 13, 2008
First registration: Sep 15, 2008
Dual registered: yes, broker-dealer
Other names: WADE ELMO O'NEAL|Wade O Neal|Wade Elmo ONeal|Wade Elmo ONeal
IAPD individual key: 5490650

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	May 1, 2026	n/a	yes	Westlake, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Aug 14, 2024	Apr 15, 2026	no	Lavon, TX\|Fort Worth, TX\|Plano, TX\|SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 16, 2022	Jun 27, 2024	no	GARLAND, TX\|ROCKWALL, TX\|ROWLETT, TX\|MURPHY, TX\|WYLIE, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	May 20, 2021	Mar 29, 2022	no	PLANO, TX\|PLANO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jun 17, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 15, 2008	Jan 8, 2018	no	SAN ANTONIO, TX\|ADDISON, TX\|Lavon, TX	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
USAA INVESTMENT SERVICES COMPANY	SCHWAB WEALTH ADVISORY, INC.	Apr 15, 2026	May 1, 2026	16	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	USAA INVESTMENT SERVICES COMPANY	Jun 27, 2024	Aug 14, 2024	48	Firm change	Other
FISHER INVESTMENTS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 29, 2022	May 16, 2022	48	Firm change	RIA to wirehouse
USAA INVESTMENT SERVICES COMPANY	FISHER INVESTMENTS	Jun 17, 2020	May 20, 2021	337	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
107342:7691:TX:2022-03-29	Mar 29, 2022	May 16, 2022	PLANO, TX	Firm change
5475:107342:TX:2020-06-15	Jun 17, 2020	May 20, 2021	SAN ANTONIO, TX	Firm change

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Aug 14, 2024 to Apr 15, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 16, 2022 to Jun 27, 2024factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
May 20, 2021 to Mar 29, 2022factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 15, 2008 to Jan 8, 2018factForm ADV

Dated events

Occurred
Apr 15, 2026
Advisor changed firm
Wade Elmo Oneal left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2026-05-01)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2024
Advisor changed firm
Wade Elmo Oneal left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Usaa Investment Services Company (registered 2024-08-14)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Advisor changed firm
Wade Elmo Oneal left Fisher Investments for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-16)
Form ADVobserved 5 days ago