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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 15, 2017

First registration

Aug 30, 2017

Dual registered

yes, broker-dealer

IAPD individual key

6791265

• Occurred

  Jul 23, 2024
  Advisor changed firm

  Todd Ross Edwards left Edward Jones for Schwab Wealth Advisory, Inc. (registered 2024-08-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:829a2f6a-237d-dc6e-2336-33867f87db71

First observed

Aug 30, 2017

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.