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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Porter R Draper

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

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Search this name across graphsid dfx:ria:f5ee20c4-8212-0ff2-021f-7d9c68990d0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2013 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: Aug 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 9, 2007
First registration: Dec 16, 2013
Dual registered: yes, broker-dealer
Other names: PORTER RUSSELL DRAPER
IAPD individual key: 3188308

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	Aug 3, 2018	n/a	yes	Lone Tree, CO	Current employment
MOLONEY SECURITIES ASSET MANAGEMENT LLC	Former SEC adviser	Jan 12, 2017	Jul 20, 2018	no	Greenwood Village, CO\|Denver, CO\|MANCHESTER, MO	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Dec 15, 2015	Oct 31, 2016	no	GREENWOOD VILLAGE, CO	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Dec 16, 2013	Nov 12, 2015	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, 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
MOLONEY SECURITIES ASSET MANAGEMENT LLC	SCHWAB WEALTH ADVISORY, INC.	Jul 20, 2018	Aug 3, 2018	14	Firm change	Ibd to ibd
CETERA ADVISORS LLC	MOLONEY SECURITIES ASSET MANAGEMENT LLC	Oct 31, 2016	Jan 12, 2017	73	Firm change	Other
RBC CAPITAL MARKETS, LLC	CETERA ADVISORS LLC	Nov 12, 2015	Dec 15, 2015	33	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Aug 3, 2018 to presentfactForm ADV
→ MOLONEY SECURITIES ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 12, 2017 to Jul 20, 2018factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Dec 15, 2015 to Oct 31, 2016factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Dec 16, 2013 to Nov 12, 2015factForm ADV

Dated events

No dated event names this entity yet.