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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

Felisha Marie Pullen

Advisor at SCHWAB WEALTH ADVISORY, INC.

Westlake, TX

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Search this name across graphsid dfx:ria:b082e800-82ac-752b-bd3a-ad444f6470c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2004 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: 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: Aug 13, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 13, 1998
First registration: Oct 25, 2004
Dual registered: yes, broker-dealer
Other names: FELISHA HANALSONEVANS|FELISHA MARIE HARALSON|FELISHA MARIE EVANS
IAPD individual key: 2726966

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Sep 29, 2025	n/a	yes	Westlake, TX	Current employment
1ST GLOBAL ADVISORS INC	Former SEC adviser	Nov 19, 2012	Mar 29, 2018	no	DALLAS, TX\|DALLAS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 3, 2007	Jan 4, 2010	no	SOUTHLAKE, TX\|ARLINGTON, TX\|EULESS, TX	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Oct 25, 2004	Dec 15, 2006	no	SAN ANTONIO, TX\|BOERNE, TX\|SAN ANTONIO, 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
1ST GLOBAL ADVISORS INC	SCHWAB WEALTH ADVISORY, INC.	Mar 29, 2018	Sep 29, 2025	2,741	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	1ST GLOBAL ADVISORS INC	Jan 4, 2010	Nov 19, 2012	1,050	Firm change after gap	Other
ADVISORS ASSET MANAGEMENT, INC.	CHASE INVESTMENT SERVICES CORP.	Dec 15, 2006	Jan 3, 2007	19	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Sep 29, 2025 to presentfactForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Nov 19, 2012 to Mar 29, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 3, 2007 to Jan 4, 2010factForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 25, 2004 to Dec 15, 2006factForm ADV

Dated events

No dated event names this entity yet.