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

John Boris Onufreiczuk

Vanguard Advisers, Inc.BD affiliatedPlano, Txdual registrantIAPD 4320440

Feed of 09/14/2026

Also filed as John Boris Onufreiczuk

At current firm

0 y

since Sep 9, 2026

In the industry

25 y

since Apr 4, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vanguard Advisers, Inc. BD affiliated current
since Sep 9, 2026 · Plano, Tx
Vanguard Advisers, Inc. BD affiliated
Aug 4, 2026 to Aug 4, 2026 · Plano, Tx
Schwab Wealth Advisory, Inc. no RAUM
Sep 17, 2025 to Jun 27, 2026 · Westlake, Tx
Advice And Planning Services BD affiliated
Jun 12, 2023 to Aug 20, 2025 · Frisco, Tx
Balefire, LLC independent RIA
Jul 30, 2021 to Sep 8, 2022 · Dallas, Tx
LPL Financial LLC BD affiliated
Jul 12, 2021 to Jul 12, 2021 · Dallas, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 6, 2012 to Jun 1, 2021 · Richardson, Tx
Advice And Planning Services BD affiliated
Jan 12, 2012 to Nov 23, 2012 · Frisco, Tx
Milkie/Ferguson Investments, Inc. unclassified
Dec 1, 2009 to Apr 27, 2010 · Dallas, Tx
Morgan Stanley wirehouse
Jun 1, 2009 to Dec 1, 2009 · Dallas, Tx
Morgan Stanley & Co. LLC unclassified
Aug 21, 2008 to Jun 1, 2009 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Vanguard Advisers, Inc.
left Jun 27, 2026, registered Aug 4, 2026 (38 days) · Other
Advice And Planning Services to Schwab Wealth Advisory, Inc.
left Aug 20, 2025, registered Sep 17, 2025 (28 days) · Other
Balefire, LLC to Advice And Planning Services
left Sep 8, 2022, registered Jun 12, 2023 (277 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Balefire, LLC
left Jul 12, 2021, registered Jul 30, 2021 (18 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Jun 1, 2021, registered Jul 12, 2021 (41 days) · Wirehouse to affiliated broker-dealer or bank
Advice And Planning Services to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 23, 2012, registered Dec 6, 2012 (13 days) · Other
Milkie/Ferguson Investments, Inc. to Advice And Planning Services
left Apr 27, 2010, registered Jan 12, 2012 (625 days) · Other
Morgan Stanley to Milkie/Ferguson Investments, Inc.
left Dec 1, 2009, registered Dec 1, 2009 (0 days) · Other
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

John Boris Onufreiczuk left Schwab Wealth Advisory, Inc. for Vanguard Advisers, Inc. (registered 2026-08-04)
Jun 27, 2026 · Advisor changed firm · fact
John Boris Onufreiczuk left Advice And Planning Services for Schwab Wealth Advisory, Inc. (registered 2025-09-17)
Aug 20, 2025 · Advisor changed firm · fact
John Boris Onufreiczuk left Balefire, Llc for Advice And Planning Services (registered 2023-06-12)
Sep 8, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address