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

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jan 22, 2016

First registration

Nov 1, 2019

Dual registered

yes, broker-dealer

Other names

JOSEPH Michael PANACCIO|JOSEPH PANACCIO

IAPD individual key

6411634

• Occurred

  Aug 27, 2024
  Advisor changed firm

  Joseph Michael Panaccio left Vanguard Advisers, Inc. for Charles Schwab & Co., Inc. (registered 2024-09-13)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:464990fc-970d-4c58-9d96-e06102a28fdd

First observed

Nov 1, 2019

Last observed

Sep 14, 2026 4 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.