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RIA / WealthAdvisor24 years in industry

CHARLES HOWARD SCHEINBAUM

Advisor at ASPIRE CAPITAL ADVISORS LLC

Kirkland, WA | SEATTLE, WA

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Search this name across graphsid dfx:ria:4f1d6daa-c3c4-b489-b1fa-7af78f6a6d68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2003 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: ASPIRE CAPITAL ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 16, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 16, 2002
First registration: Dec 12, 2003
Dual registered: no
IAPD individual key: 2266976

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
ASPIRE CAPITAL ADVISORS LLC	Independent wealth	Jul 1, 2021	n/a	yes	SEATTLE, WA\|Kirkland, WA	Current employment
ARBOR POINT ADVISORS	Former SEC adviser	Nov 6, 2020	Jul 1, 2021	no	Kirkland, WA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 6, 2020	Jul 1, 2021	no	KIRKLAND, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jan 11, 2018	Nov 6, 2020	no	Kirkland, WA\|SEATTLE, WA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 12, 2003	Jan 18, 2018	no	RENTON, WA\|SEATTLE, WA	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
SECURITIES AMERICA ADVISORS, INC.	ASPIRE CAPITAL ADVISORS LLC	Jul 1, 2021	Jul 1, 2021	0	Firm change	Ibd to RIA
ARBOR POINT ADVISORS	SECURITIES AMERICA ADVISORS, INC.	Jul 1, 2021	Nov 6, 2020	-237	Channel change	Ibd to ibd
KMS FINANCIAL SERVICES, INC	ARBOR POINT ADVISORS	Nov 6, 2020	Nov 6, 2020	0	Channel change	Ibd to ibd
VALIC FINANCIAL ADVISORS, INC.	KMS FINANCIAL SERVICES, INC	Jan 18, 2018	Jan 11, 2018	-7	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (5)

→ ASPIRE CAPITAL ADVISORS LLCRegistered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 6, 2020 to Jul 1, 2021factForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2020 to Jul 1, 2021factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Jan 11, 2018 to Nov 6, 2020factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 12, 2003 to Jan 18, 2018factForm ADV

Dated events

No dated event names this entity yet.