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

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom 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

S65|S63

First exam

Jul 18, 2023

First registration

Aug 4, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7636303

• Occurred

  Feb 20, 2026
  Advisor changed firm

  Jackson James Dinkel left Conestoga Wealth Partners for Charles Schwab & Co., Inc. (registered 2026-02-23)

  Form ADVobserved 6 days ago
• Occurred

  Jan 2, 2026
  Advisor changed firm

  Jackson James Dinkel left Commonwealth Financial Network for Conestoga Wealth Partners (registered 2024-01-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:99b7d655-1266-00ac-b5d7-5a26f8f3527f

First observed

Aug 4, 2023

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.