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

SCHWAB WEALTH ADVISORY, INC.

Current firm class

no raum reportedderived

Book size

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

Industry start

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 9, 2013

First registration

Jun 7, 2016

Dual registered

yes, broker-dealer

Other names

SEAN R FLYNN|SEAN Reid FLYNN|SEAN FLYNN

IAPD individual key

5792680

• Occurred

  Jul 7, 2022
  Advisor changed firm

  Sean Reid Flynn left Raymond James Financial Services Advisors, Inc for Schwab Wealth Advisory, Inc. (registered 2025-12-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61fa94cd-8654-8988-66e1-7f4364b2cdc7

First observed

Jun 7, 2016

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.