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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

John Boris Onufreiczuk

Advisor at VANGUARD ADVISERS, INC.

PLANO, TX

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Search this name across graphsid dfx:ria:632bd991-f1b2-cb0c-8ae4-e0a9ff2fb3de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Aug 21, 2008 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: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 4, 2001
First registration: Aug 21, 2008
Dual registered: yes, broker-dealer
Other names: John Boris Onufreiczuk|John B Onufreiczuk|John Onufreiczuk
IAPD individual key: 4320440

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
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 9, 2026	n/a	yes	PLANO, TX	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Aug 4, 2026	Aug 4, 2026	no	PLANO, TX	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Sep 17, 2025	Jun 27, 2026	no	Westlake, TX\|SAN FRANCISCO, CA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jun 12, 2023	Aug 20, 2025	no	Frisco, TX\|Frisco, TX\|Wylie, TX\|Frisco, TX	Previous registration
BALEFIRE, LLC	Independent wealth	Jul 30, 2021	Sep 8, 2022	no	DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 12, 2021	Jul 12, 2021	no	DALLAS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2012	Jun 1, 2021	no	RICHARDSON, TX\|RICHARDSON, TX\|DALLAS, TX\|RICHARDSON, TX\|DALLAS, TX\|RICHARDSON, TX\|DALLAS, TX\|DALLAS, TX\|FRISCO, TX\|PLANO, TX\|RICHARDSON, TX\|RICHARDSON, TX\|PENNINGTON, NJ\|SAN DIEGO, CA\|PENNINGTON, NJ\|JACKSONVILLE, FL\|PENNINGTON, NJ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 12, 2012	Nov 23, 2012	no	Frisco, TX	Previous registration
MILKIE/FERGUSON INVESTMENTS, INC.	n/a	Dec 1, 2009	Apr 27, 2010	no	DALLAS, TX\|DALLAS, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 1, 2009	no	Dallas, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 21, 2008	Jun 1, 2009	no	DALLAS, TX	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
SCHWAB WEALTH ADVISORY, INC.	VANGUARD ADVISERS, INC.	Jun 27, 2026	Aug 4, 2026	38	Firm change	Other
ADVICE AND PLANNING SERVICES	SCHWAB WEALTH ADVISORY, INC.	Aug 20, 2025	Sep 17, 2025	28	Firm change	Other
BALEFIRE, LLC	ADVICE AND PLANNING SERVICES	Sep 8, 2022	Jun 12, 2023	277	Firm change	RIA to ibd
LPL FINANCIAL LLC	BALEFIRE, LLC	Jul 12, 2021	Jul 30, 2021	18	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Jun 1, 2021	Jul 12, 2021	41	Firm change	Wirehouse to ibd
ADVICE AND PLANNING SERVICES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 23, 2012	Dec 6, 2012	13	Firm change	Other
MILKIE/FERGUSON INVESTMENTS, INC.	ADVICE AND PLANNING SERVICES	Apr 27, 2010	Jan 12, 2012	625	Firm change after gap	Other
MORGAN STANLEY	MILKIE/FERGUSON INVESTMENTS, INC.	Dec 1, 2009	Dec 1, 2009	0	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (9)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Aug 4, 2026 to Aug 4, 2026factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Sep 17, 2025 to Jun 27, 2026factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 12, 2023 to Aug 20, 2025factForm ADV
→ BALEFIRE, LLCRegistered adviserregistration: previous registration
Jul 30, 2021 to Sep 8, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 12, 2021 to Jul 12, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2012 to Jun 1, 2021factForm ADV
→ MILKIE/FERGUSON INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 1, 2009 to Apr 27, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 1, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 21, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jun 27, 2026
Advisor changed firm
John Boris Onufreiczuk left Schwab Wealth Advisory, Inc. for Vanguard Advisers, Inc. (registered 2026-08-04)
Form ADVobserved 6 days ago
Occurred
Aug 20, 2025
Advisor changed firm
John Boris Onufreiczuk left Advice And Planning Services for Schwab Wealth Advisory, Inc. (registered 2025-09-17)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2022
Advisor changed firm
John Boris Onufreiczuk left Balefire, Llc for Advice And Planning Services (registered 2023-06-12)
Form ADVobserved 6 days ago