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 Gordon Storrs
Feed of 09/14/2026
Also filed as Todd Gordon Storrs
At current firm
2 y
since Jun 3, 2024
In the industry
26 y
since May 25, 2000 (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
- Capita Financial Network, LLC independent RIA currentsince Jun 3, 2024 · Draper, Ut
- Schwab Wealth Advisory, Inc. no RAUMJan 4, 2023 to Mar 21, 2024 · San Francisco, Ca
- Schwab Wealth Advisory, Inc. no RAUMFeb 11, 2020 to Feb 1, 2021 · Salt Lake City, Ut
- Charles Schwab & Co., Inc. national BDFeb 11, 2015 to Jun 13, 2024 · Cottonwood Heights, Ut
- Strategic Advisers LLC national BDAug 11, 2010 to Jan 16, 2015 · American Fork, Ut
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jun 13, 2024, registered Feb 11, 2020 (-1584 days) · channel change inside one enterprise, not a move
- Schwab Wealth Advisory, Inc. to Capita Financial Network, LLCleft Mar 21, 2024, registered Jun 3, 2024 (74 days) · Other
- Strategic Advisers LLC to Charles Schwab & Co., Inc.left Jan 16, 2015, registered Feb 11, 2015 (26 days) · Affiliated broker-dealer or bank to another
Signals
- Todd Gordon Storrs left Schwab Wealth Advisory, Inc. for Capita Financial Network, Llc (registered 2024-06-03)Mar 21, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address