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Reading the graph
Advisor at VANGUARD ADVISERS, INC.
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jun 30, 2026 | n/a | yes | PLANO, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 20, 2024 | Oct 15, 2025 | no | Southlake, TX|Westlake, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | VANGUARD ADVISERS, INC. | Oct 15, 2025 | Jun 30, 2026 | 258 | Firm change | Ibd to ibd |