DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Terry Donald Schnare

LPL Financial LLCBD affiliatedNaples, Fl dual registrantIAPD 1427180

Feed of 09/15/2026

At current firm

2 y

since Jul 30, 2024

In the industry

40 y

since Jan 21, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jul 30, 2024 · Naples, Fl
Private Advisor Group, LLC BD affiliated
Oct 28, 2019 to Aug 5, 2024 · Naples, Fl
Advantage Investment Management, LLC former
Apr 3, 2014 to Dec 31, 2019 · Naples, Fl
Westport Resources Management Inc former
Mar 15, 2011 to Apr 28, 2014 · Westport, Ct
Wells Fargo Advisors wirehouse
Sep 21, 2004 to Mar 15, 2011 · Naples, Fl
RBC Capital Markets, LLC national BD
Nov 1, 2002 to Sep 10, 2004 · Peterburough, Nh
A. G. Edwards & Sons, Inc. unclassified
Jan 22, 1998 to Nov 21, 2002 · Keene, Nh

Moves

a registration end followed by a registration begin elsewhere

Private Advisor Group, LLC to LPL Financial LLC
left Aug 5, 2024, registered Jul 30, 2024 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
Advantage Investment Management, LLC to Private Advisor Group, LLC
left Dec 31, 2019, registered Oct 28, 2019 (-64 days) · RIA to RIA
Westport Resources Management Inc to Advantage Investment Management, LLC
left Apr 28, 2014, registered Apr 3, 2014 (-25 days) · Other
Wells Fargo Advisors to Westport Resources Management Inc
left Mar 15, 2011, registered Mar 15, 2011 (0 days) · Other
RBC Capital Markets, LLC to Wells Fargo Advisors
left Sep 10, 2004, registered Sep 21, 2004 (11 days) · Affiliated broker-dealer or bank to wirehouse
A. G. Edwards & Sons, Inc. to RBC Capital Markets, LLC
left Nov 21, 2002, registered Nov 1, 2002 (-20 days) · Other

Signals

Terry Donald Schnare left Private Advisor Group, Llc for Lpl Financial Llc (registered 2024-07-30)
Aug 5, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address