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
Raymond Craig Schenk
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Raym Schenk
At current firm
1 y
since Apr 28, 2025
In the industry
27 y
since Aug 12, 1999 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Schwab Wealth Advisory, Inc. no RAUM currentsince Apr 28, 2025 · Phoenix, Az
- Vanguard Advisers, Inc. BD affiliatedJun 9, 2021 to Aug 27, 2024 · Scottsdale, Az
- Wealth Enhancement Advisory Services, LLC BD affiliatedJan 2, 2021 to Jun 10, 2021 · Plymouth, Mn
- Sva Wealth Management, LLC formerAug 1, 2018 to Jan 13, 2021 · Madison, Wi
- The Mather Group, LLC independent RIASep 17, 2015 to Jul 31, 2018 · Houston, Tx
- MML Investors Services, LLC BD affiliatedOct 5, 2004 to Oct 19, 2004 · Rockford, Il
- Nfp Advisor Services, LLC formerOct 17, 2000 to Aug 23, 2004 · Rockford, Il
Moves
a registration end followed by a registration begin elsewhere
- Vanguard Advisers, Inc. to Schwab Wealth Advisory, Inc.left Aug 27, 2024, registered Apr 28, 2025 (244 days) · Other
- Wealth Enhancement Advisory Services, LLC to Vanguard Advisers, Inc.left Jun 10, 2021, registered Jun 9, 2021 (-1 days) · Affiliated broker-dealer or bank to another
- Sva Wealth Management, LLC to Wealth Enhancement Advisory Services, LLCleft Jan 13, 2021, registered Jan 2, 2021 (-11 days) · RIA to affiliated broker-dealer or bank · moved with a team
- The Mather Group, LLC to Sva Wealth Management, LLCleft Jul 31, 2018, registered Aug 1, 2018 (1 days) · Other
- MML Investors Services, LLC to The Mather Group, LLCleft Oct 19, 2004, registered Sep 17, 2015 (3985 days) · Other
- Nfp Advisor Services, LLC to MML Investors Services, LLCleft Aug 23, 2004, registered Oct 5, 2004 (43 days) · Other
Signals
- Raymond Craig Schenk left Vanguard Advisers, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-04-28)Aug 27, 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
- No RAUM reportedderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address