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.
Feed of 09/14/2026
Also filed as Angela Rae Schoenick
At current firm
7 y
since Jul 24, 2019
In the industry
23 y
since Mar 14, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Jul 24, 2019 · Green Bay, Wi
- Investment Centers Of America, Inc. formerFeb 23, 2016 to Apr 24, 2018 · Appleton, Wi
- Sii Investments, Inc. formerFeb 23, 2016 to Apr 24, 2018 · Appleton, Wi
- Robert W. Baird & Co. Incorporated mixed wealthMar 17, 2003 to Feb 23, 2016 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- Investment Centers Of America, Inc. to Sii Investments, Inc.left Apr 24, 2018, registered Feb 23, 2016 (-791 days) · channel change inside one enterprise, not a move
- Sii Investments, Inc. to Morgan Stanleyleft Apr 24, 2018, registered Jul 24, 2019 (456 days) · Other
- Robert W. Baird & Co. Incorporated to Investment Centers Of America, Inc.left Feb 23, 2016, registered Feb 23, 2016 (0 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address