DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
Boston, MA
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 |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | Other adviser | Sep 6, 2024 | n/a | yes | Boston, MA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 19, 2013 | Sep 9, 2024 | no | Burlington, MA|Bedford, NH|Lynnfield, MA|Burlington, MA|Chestnut Hill, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 2, 2012 | Jun 28, 2013 | no | MERRIMACK, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | Sep 9, 2024 | Sep 6, 2024 | -3 | Channel change | Other |
| STRATEGIC ADVISERS LLC | CHARLES SCHWAB & CO., INC. | Jun 28, 2013 | Jul 19, 2013 | 21 | Firm change | Ibd to ibd |