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
Todd Christopher Wnuk
Feed of 09/14/2026
Also filed as Todd Christopher Wnuk
At current firm
1 y
since Jul 3, 2025
In the industry
30 y
since May 15, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Vanguard Advisers, Inc. BD affiliated currentsince Jul 3, 2025 · Plano, Tx
- Sendero Wealth Management, LLC independent RIAJan 25, 2024 to Mar 26, 2025 · San Antonio, Tx
- Usaa Financial Planning Services formerAug 9, 2010 to May 30, 2014 · San Antonio, Tx
- Advice And Planning Services BD affiliatedApr 9, 2007 to May 22, 2009 · Morrisville, Nc
- Charles Schwab & Co., Inc. national BDFeb 10, 2003 to Oct 5, 2005 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Sendero Wealth Management, LLC to Vanguard Advisers, Inc.left Mar 26, 2025, registered Jul 3, 2025 (99 days) · RIA to affiliated broker-dealer or bank
- Usaa Financial Planning Services to Sendero Wealth Management, LLCleft May 30, 2014, registered Jan 25, 2024 (3527 days) · Other
- Advice And Planning Services to Usaa Financial Planning Servicesleft May 22, 2009, registered Aug 9, 2010 (444 days) · Other
- Charles Schwab & Co., Inc. to Advice And Planning Servicesleft Oct 5, 2005, registered Apr 9, 2007 (551 days) · Other
Signals
- Todd Christopher Wnuk left Sendero Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2025-07-03)Mar 26, 2025 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address