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

Jay Allan Bendesky

Schwab Wealth Advisory, Inc.no RAUMPalm Beach Gardens, Fldual registrantIAPD 1981488

Feed of 09/14/2026

Also filed as Jay Alan Bendesky

At current firm

0 y

since Dec 15, 2025

In the industry

35 y

since Aug 30, 1991 (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

Schwab Wealth Advisory, Inc. no RAUM current
since Dec 15, 2025 · Palm Beach Gardens, Fl
Proshare Advisors LLC asset manager
Oct 28, 2014 to Jun 7, 2022 · Bethesda, Md
Bcu Wealth Advisors, LLC independent RIA
Apr 9, 2014 to Oct 14, 2014 · Vernon Hills, Il
Cuso Financial Services, L.P. former
Dec 19, 2013 to Oct 13, 2014 · Vernon Hills, Il
B. C. Ziegler And Company former
Mar 19, 2012 to Dec 13, 2013 · Chicago, Il
Morgan Stanley wirehouse
Jun 1, 2009 to May 12, 2011 · South Jordan, Ut
Morgan Stanley & Co. LLC unclassified
Feb 9, 2009 to Jun 1, 2009 · South Jordan, Ut

Moves

a registration end followed by a registration begin elsewhere

Proshare Advisors LLC to Schwab Wealth Advisory, Inc.
left Jun 7, 2022, registered Dec 15, 2025 (1287 days) · Other
Bcu Wealth Advisors, LLC to Proshare Advisors LLC
left Oct 14, 2014, registered Oct 28, 2014 (14 days) · Other
Cuso Financial Services, L.P. to Bcu Wealth Advisors, LLC
left Oct 13, 2014, registered Apr 9, 2014 (-187 days) · Other
B. C. Ziegler And Company to Cuso Financial Services, L.P.
left Dec 13, 2013, registered Dec 19, 2013 (6 days) · Other
Morgan Stanley to B. C. Ziegler And Company
left May 12, 2011, registered Mar 19, 2012 (312 days) · Other
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

Jay Allan Bendesky left Proshare Advisors Llc for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Jun 7, 2022 · 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: No RAUM reportedderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address