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.

Current firm

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63

First exam

Oct 10, 2024

First registration

Apr 4, 2023

Dual registered

no

Other names

Kevin Andrew Boorman|Kevin A Boorman|Kevin Boorman

IAPD individual key

7717405

• Occurred

  Jan 6, 2025
  Advisor changed firm

  Kevin A Boorman left J.P. Morgan Private Wealth Advisors Llc for Charles Schwab Investment Management, Inc (registered 2025-05-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ddcea630-2814-e0df-bc03-1fce07e158e4

First observed

Apr 4, 2023

Last observed

Sep 14, 2026 6 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.