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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

Drew William Schlotter

Advisor at VANGUARD ADVISERS, INC.

PLANO, TX

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Search this name across graphsid dfx:ria:a73a8912-7f19-4239-ad8b-5e2bb445bd9a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Aug 24, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 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: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 21, 2020
First registration: Aug 24, 2020
Dual registered: yes, broker-dealer
Other names: Drew William Schlotter|Drew W Schlotter|Drew Schlotter
IAPD individual key: 6951882

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jul 29, 2025	n/a	yes	PLANO, TX	Current employment
LEGACY CONSULTING GROUP	Independent wealth	Nov 16, 2023	Mar 28, 2025	no	PLANO, TX	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Sep 20, 2022	Jan 13, 2023	no	Round Rock, TX\|SARASOTA, FL	Previous registration
WOODSON WEALTH MANAGEMENT	n/a	Sep 6, 2022	Oct 13, 2023	no	RAMONA, CA\|Round Rock, TX\|Round Rock, TX	Previous registration
ON POINT FINANCIAL PLANNING	n/a	Mar 11, 2021	Aug 22, 2022	no	ROUND ROCK, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 24, 2020	Feb 3, 2021	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEGACY CONSULTING GROUP	VANGUARD ADVISERS, INC.	Mar 28, 2025	Jul 29, 2025	123	Firm change	RIA to ibd
WOODSON WEALTH MANAGEMENT	ORIGIN INVESTMENT ADVISORY LLC	Oct 13, 2023	Sep 20, 2022	-388	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	LEGACY CONSULTING GROUP	Jan 13, 2023	Nov 16, 2023	307	Firm change	RIA to RIA
ON POINT FINANCIAL PLANNING	WOODSON WEALTH MANAGEMENT	Aug 22, 2022	Sep 6, 2022	15	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ON POINT FINANCIAL PLANNING	Feb 3, 2021	Mar 11, 2021	36	Firm change	Other

Relationships

Registered with (6)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Jul 29, 2025 to presentfactForm ADV
→ LEGACY CONSULTING GROUPRegistered adviserregistration: previous registration
Nov 16, 2023 to Mar 28, 2025factForm ADV
→ WOODSON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 6, 2022 to Oct 13, 2023factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Sep 20, 2022 to Jan 13, 2023factForm ADV
→ ON POINT FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Mar 11, 2021 to Aug 22, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 24, 2020 to Feb 3, 2021factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Drew William Schlotter left Legacy Consulting Group for Vanguard Advisers, Inc. (registered 2025-07-29)
Form ADVobserved 5 days ago
Occurred
Oct 13, 2023
Advisor changed firm
Drew William Schlotter left Woodson Wealth Management for Origin Investment Advisory Llc (registered 2022-09-20)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Advisor changed firm
Drew William Schlotter left Origin Investment Advisory Llc for Legacy Consulting Group (registered 2023-11-16)
Form ADVobserved 5 days ago
Occurred
Aug 22, 2022
Advisor changed firm
Drew William Schlotter left On Point Financial Planning for Woodson Wealth Management (registered 2022-09-06)
Form ADVobserved 5 days ago