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

Apr 25, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 25, 2007

First registration

Apr 27, 2007

Dual registered

yes, broker-dealer

Other names

CRYSTAL M HUGGINS|Crystal Huggins|CRYSTAL MARISA HUGGINS

IAPD individual key

4828121

• Occurred

  May 22, 2025
  Advisor changed firm

  Crystal Huggins left J.P. Morgan Securities Llc for Schwab Wealth Advisory, Inc. (registered 2025-07-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:795eb93a-6587-4514-a179-da6edfa5f4d4

First observed

Apr 27, 2007

Last observed

Sep 14, 2026 7 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.