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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)22 years in industry

DONOVAN SEGURITAN

Advisor at SCHWAB WEALTH ADVISORY, INC.

Phoenix, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2006 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: Jul 13, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 13, 2004
First registration: Aug 14, 2006
Dual registered: yes, broker-dealer
Other names: DONOVAN KELII SEGURITAN
IAPD individual key: 4818245

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	Dec 20, 2018	n/a	yes	Phoenix, AZ	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Oct 25, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Dec 15, 2008	Jan 8, 2018	no	PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Aug 14, 2006	Dec 31, 2008	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ	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
USAA INVESTMENT SERVICES COMPANY	SCHWAB WEALTH ADVISORY, INC.	Oct 25, 2018	Dec 20, 2018	56	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Dec 15, 2008	-16	Bulk transfer	Other

Relationships

Registered with (3)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Dec 20, 2018 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Oct 25, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 15, 2008 to Jan 8, 2018factForm ADV

Dated events

No dated event names this entity yet.