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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S65|S63

First exam

Apr 20, 2018

First registration

Jul 29, 2019

Dual registered

yes, broker-dealer

Other names

Sarah Juliet Hollingsworth|Sarah Hollingsworth

IAPD individual key

6648136

• Occurred

  Sep 6, 2024
  Advisor changed firm

  Sarah Juliet Nadiri left Hub Investment Partners, Llc for Schwab Wealth Advisory, Inc. (registered 2024-09-24)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:acd0f101-8d51-e02f-7a9e-95674b78bd4b

First observed

Jul 29, 2019

Last observed

Sep 14, 2026 5 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.