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 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

S66

First exam

Jun 18, 2018

First registration

Jun 19, 2018

Dual registered

yes, broker-dealer

Other names

DAVID DANIEL ABRAMSON

IAPD individual key

2979389

• Occurred

  Jun 22, 2025
  Advisor changed firm

  David Abramson left J.P. Morgan Securities Llc for Schwab Wealth Advisory, Inc. (registered 2026-04-16)

  Form ADVobserved 4 days ago
• Occurred

  Mar 4, 2022
  Advisor changed firm

  David Abramson left Invesco Advisers, Inc. for J.P. Morgan Securities Llc (registered 2022-07-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cbd2c3f-bb21-63e9-c4fa-fe0be7a5a7a6

First observed

Jun 19, 2018

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.