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

Feb 25, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Feb 25, 1994

First registration

May 17, 2012

Dual registered

yes, broker-dealer

Other names

Craig William Beauregard|Craig Beauregard

IAPD individual key

2443395

• Occurred

  Aug 12, 2026
  Advisor changed firm

  Craig W Beauregard left Strategic Advisers Llc for Charles Schwab & Co., Inc. (registered 2026-08-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56d8c3fd-570d-9aee-cf0b-6c1d79992fbe

First observed

May 17, 2012

Last observed

Sep 14, 2026 6 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.