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

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Feb 24, 2017

First registration

Apr 30, 2018

Dual registered

yes, broker-dealer

Other names

DREW ARMSTRONG SCOTT|ANDREW ARMSTRONG SCOTT|ANDREW SCOTT|DREW SCOTT|DREW A. SCOTT|Andrew A Scott

IAPD individual key

6746731

Graph

RIA / Wealth Management

Canonical id

dfx:ria:643b0b99-e941-ce04-8bea-b99565d3072a

First observed

Apr 30, 2018

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.