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

Feb 23, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 23, 2013

First registration

Feb 24, 2013

Dual registered

yes, broker-dealer

Other names

CESAR VALENZUELA

IAPD individual key

6059024

• Occurred

  Jul 23, 2025
  Advisor changed firm

  Cesar Rene Valenzuela left Kestra Advisory Services, Llc for Schwab Wealth Advisory, Inc. (registered 2025-07-31)

  Form ADVobserved 6 days ago
• Occurred

  Jun 3, 2022
  Advisor changed firm

  Cesar Rene Valenzuela left United Capital Financial Advisors for Kestra Advisory Services, Llc (registered 2022-05-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d0c3eb0-646f-173a-b8ff-79674c34d24c

First observed

Feb 24, 2013

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.