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

Mar 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Nov 4, 2022

First registration

May 24, 2023

Dual registered

yes, broker-dealer

Other names

Michael Paul Caltagirone|Michael Paul Nelson|MICHAEL P NELSON

IAPD individual key

7620118

• Occurred

  Dec 23, 2024
  Advisor changed firm

  Michael Paul Nelson left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2025-05-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53feb20f-c583-1d59-0e39-5d84effd2b0a

First observed

May 24, 2023

Last observed

Sep 14, 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.