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

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 6, 2023

First registration

May 30, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7010796

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Joseph Anthony Continelli left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2026-07-29)

  Form ADVobserved 5 days ago
• Occurred

  May 1, 2025
  Advisor changed firm

  Joseph Anthony Continelli left Ae Wealth Management, Llc for The Life Wealth Group (registered 2024-11-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75a867d6-fd7f-1f15-fe84-45b96fefef20

First observed

May 30, 2023

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.