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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Terrance Lemar Hayes

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba13d4e7-ccf0-c4a0-a4aa-9fb82ae52d26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2021 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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 7, 2021
First registration: Sep 21, 2021
Dual registered: yes, broker-dealer
Other names: Terrance Hayes
IAPD individual key: 7373653

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	Oct 21, 2025	n/a	yes	Lone Tree, CO	Current employment
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Sep 21, 2021	Jun 27, 2022	no	FORT WORTH, TX\|Woodbridge, VA	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
FIRST COMMAND ADVISORY SERVICES	SCHWAB WEALTH ADVISORY, INC.	Jun 27, 2022	Oct 21, 2025	1,212	Firm change after gap	Other

Relationships

Registered with (2)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Oct 21, 2025 to presentfactForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 21, 2021 to Jun 27, 2022factForm ADV

Dated events

Occurred
Jun 27, 2022
Advisor changed firm
Terrance Lemar Hayes left First Command Advisory Services for Schwab Wealth Advisory, Inc. (registered 2025-10-21)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba13d4e7-ccf0-c4a0-a4aa-9fb82ae52d26
First observed: Sep 21, 2021
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.

Terrance Lemar Hayes

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba13d4e7-ccf0-c4a0-a4aa-9fb82ae52d26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SCHWAB WEALTH ADVISORY, INC.

No RAUM reported

Oct 21, 2025

n/a

yes

Lone Tree, CO

Current employment

FIRST COMMAND ADVISORY SERVICES

Bd affiliated wealth

Sep 21, 2021

Jun 27, 2022

FORT WORTH, TX|Woodbridge, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIRST COMMAND ADVISORY SERVICES

SCHWAB WEALTH ADVISORY, INC.

Jun 27, 2022

Oct 21, 2025

1,212

Firm change after gap

Other