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 24, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Mar 24, 2000

First registration

Jul 3, 2012

Dual registered

yes, broker-dealer

Other names

COURTNEY NEBEN-DAVIS WATERS|COURTNEY NEBEN DAVIS|COURTNEY NEBEN-DAVIS WATERS|COURTNEY DAVIS

IAPD individual key

4139547

Graph

RIA / Wealth Management

Canonical id

dfx:ria:776ce5a9-12e8-565a-bc29-798b664604cb

First observed

Jul 3, 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.