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
Rachele Solomae Bouchand
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Rachele S Cawaring
At current firm
5 y
since Oct 15, 2020
In the industry
28 y
since Nov 28, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- Pathstone independent RIA currentsince Oct 15, 2020 · Englewood, Nj
- Cornerstone Advisors Inc formerMay 2, 2018 to Sep 30, 2020 · Bellevue, Wa
- Clark Nuber Wealth Management state registeredDec 11, 2015 to Jul 18, 2016 · Bellevue, Wa
- Cawaring Financial Planning, LLC unclassifiedJan 3, 2007 to Dec 31, 2010 · Bellevue, Wa
- Merriman, LLC formerDec 12, 2003 to Mar 21, 2006 · Seattle, Wa
- Charles Schwab & Co., Inc. national BDMay 24, 2000 to Nov 24, 2003 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Advisors Inc to Pathstoneleft Sep 30, 2020, registered Oct 15, 2020 (15 days) · corporate re-registration, not a move
- Clark Nuber Wealth Management to Cornerstone Advisors Incleft Jul 18, 2016, registered May 2, 2018 (653 days) · Other
- Cawaring Financial Planning, LLC to Clark Nuber Wealth Managementleft Dec 31, 2010, registered Dec 11, 2015 (1806 days) · Other
- Merriman, LLC to Cawaring Financial Planning, LLCleft Mar 21, 2006, registered Jan 3, 2007 (288 days) · Other
- Charles Schwab & Co., Inc. to Merriman, LLCleft Nov 24, 2003, registered Dec 12, 2003 (18 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address