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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

BONNITA L HUGHES

Advisor at SCHWAB WEALTH ADVISORY, INC.

Indianapolis, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2007 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: Jun 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 21, 2004
First registration: Jul 10, 2007
Dual registered: yes, broker-dealer
Other names: BONNIE LYNN HUGHES-HODGES|BONNITA HUGHES|BONNIE HUGHES|BONNIE LYNN HUGHES
IAPD individual key: 4794603

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	Apr 6, 2026	n/a	yes	Indianapolis, IN	Current employment
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Apr 22, 2015	Mar 21, 2018	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jun 1, 2009	Nov 5, 2014	no	DOWNERS GROVE, IL\|PHOENIX, AZ\|PHOENIX, AZ\|DES MOINES, IA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Jan 26, 2009	no	OAK BROOK, IL\|OAKBROOK TERRACE, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jul 10, 2007	Jan 1, 2008	no	ST. LOUIS, MO\|OAKBROOK TERRACE, IL	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
ONEAMERICA SECURITIES, INC.	SCHWAB WEALTH ADVISORY, INC.	Mar 21, 2018	Apr 6, 2026	2,938	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	ONEAMERICA SECURITIES, INC.	Nov 5, 2014	Apr 22, 2015	168	Firm change	Other
WELLS FARGO ADVISORS	PRINCIPAL SECURITIES, INC.	Jan 26, 2009	Jun 1, 2009	126	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Apr 22, 2015 to Mar 21, 2018factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 1, 2009 to Nov 5, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Jan 26, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jul 10, 2007 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.