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

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 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

S66|S65|S63

First exam

Jun 26, 2023

First registration

Sep 8, 2023

Dual registered

yes, broker-dealer

Other names

Shane Horatio Spence|Shane Spence

IAPD individual key

7802657

• Occurred

  Sep 12, 2025
  Advisor changed firm

  Shane Spence left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2025-10-17)

  Form ADVobserved 5 days ago
• Occurred

  May 1, 2025
  Advisor changed firm

  Shane Spence left Ae Wealth Management, Llc for The Life Wealth Group (registered 2024-12-16)

  Form ADVobserved 5 days ago
• Occurred

  Jan 3, 2024
  Advisor changed firm

  Shane Spence left Earned Wealth for Ae Wealth Management, Llc (registered 2024-08-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff227ebf-af47-6b72-c4b9-0f1fbc95af96

First observed

Sep 8, 2023

Last observed

Sep 15, 2026 5 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.