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 INVESTMENT MANAGEMENT, INC

Current firm class

other adviserderived

Book size

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

Industry start

Jun 17, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jun 17, 1999

First registration

Jul 6, 2001

Dual registered

no

Other names

WILLIAM PATRICK MCMAHON

IAPD individual key

4280588

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4528fbbf-c880-7aef-2a15-85b703221e33

First observed

Jul 6, 2001

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.