DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Aaron James Hurley

Advisor at SCHWAB WEALTH ADVISORY, INC.

Edina, MN

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:dfff5df2-2780-5161-e792-2e9a8f7786ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 1, 2023 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: Sep 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: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 31, 2022
First registration: Jan 1, 2023
Dual registered: yes, broker-dealer
Other names: Aaron James Hurley
IAPD individual key: 7659596

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	Jan 30, 2026	n/a	yes	Edina, MN	Current employment
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Oct 18, 2024	Oct 21, 2025	no	MINNEAPOLIS, MN	Previous registration
CX INSTITUTIONAL, LLC	Independent wealth	Feb 6, 2024	Mar 28, 2024	no	AUBURN, IN\|Bloomington, MN	Previous registration
CHOREO, LLC	Independent wealth	Jan 1, 2023	Jan 2, 2024	no	ROCKFORD, IL\|ROCHESTER, MN	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
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	SCHWAB WEALTH ADVISORY, INC.	Oct 21, 2025	Jan 30, 2026	101	Firm change	Other
CX INSTITUTIONAL, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Mar 28, 2024	Oct 18, 2024	204	Firm change	Other
CHOREO, LLC	CX INSTITUTIONAL, LLC	Jan 2, 2024	Feb 6, 2024	35	Firm change	RIA to RIA

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Oct 18, 2024 to Oct 21, 2025factForm ADV
→ CX INSTITUTIONAL, LLCRegistered adviserregistration: previous registration
Feb 6, 2024 to Mar 28, 2024factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Jan 1, 2023 to Jan 2, 2024factForm ADV

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
Aaron James Hurley left Northwestern Mutual Investment Services,Llc for Schwab Wealth Advisory, Inc. (registered 2026-01-30)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Advisor changed firm
Aaron James Hurley left Cx Institutional, Llc for Northwestern Mutual Investment Services,Llc (registered 2024-10-18)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2024
Advisor changed firm
Aaron James Hurley left Choreo, Llc for Cx Institutional, Llc (registered 2024-02-06)
Form ADVobserved 5 days ago