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

Jonas Cole Killeen

Charles Schwab & Co., Inc.national BDChestnut Hill, Madual registrantIAPD 3122006

Feed of 09/14/2026

Also filed as Jonas Cole Killeen

At current firm

0 y

since Mar 11, 2026

In the industry

27 y

since Dec 7, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Charles Schwab & Co., Inc. national BD current
since Mar 11, 2026 · Chestnut Hill, Ma
Citizens Securities, Inc. BD affiliated
Mar 15, 2022 to Jan 16, 2026 · Concord, Ma
Empower Advisory Group, LLC BD affiliated
Apr 7, 2021 to Feb 25, 2022 · Andover, Ma
Td Ameritrade Investment Management, LLC former
Apr 25, 2006 to Dec 31, 2020 · Cambridge, Ma
Td Ameritrade, Inc. former
Jul 15, 2003 to Jan 11, 2021 · Burlington, Ma

Moves

a registration end followed by a registration begin elsewhere

Citizens Securities, Inc. to Charles Schwab & Co., Inc.
left Jan 16, 2026, registered Mar 11, 2026 (54 days) · Affiliated broker-dealer or bank to another
Empower Advisory Group, LLC to Citizens Securities, Inc.
left Feb 25, 2022, registered Mar 15, 2022 (18 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jan 11, 2021, registered Apr 25, 2006 (-5375 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade Investment Management, LLC to Empower Advisory Group, LLC
left Dec 31, 2020, registered Apr 7, 2021 (97 days) · Other

Signals

Jonas Cole Killeen left Citizens Securities, Inc. for Charles Schwab & Co., Inc. (registered 2026-03-11)
Jan 16, 2026 · Advisor changed firm · fact
Jonas Cole Killeen left Empower Advisory Group, Llc for Citizens Securities, Inc. (registered 2022-03-15)
Feb 25, 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: National broker-dealer RIAderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address