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

Emily Dawn Buehler

Morgan StanleywirehousePhoenix, Azdual registrantIAPD 4502331

Feed of 09/14/2026

Also filed as Emily Dawn Schambach

At current firm

1 y

since Oct 4, 2024

In the industry

17 y

since Mar 18, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Oct 4, 2024 · Phoenix, Az
LPL Financial LLC BD affiliated
Mar 24, 2021 to Oct 17, 2024 · Mesa, Az
Bmo Harris Financial Advisors, Inc former
Feb 7, 2019 to Mar 24, 2021 · Cave Creek, Az
Cetera Advisor Networks LLC former
Nov 6, 2017 to Dec 4, 2018 · Mesa, Az
Wells Fargo Advisors wirehouse
Apr 15, 2016 to Sep 28, 2017 · Bothell, Wa
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Apr 28, 2016 · Kirkland, Wa
Chase Investment Services Corp. former
Apr 1, 2009 to Oct 1, 2012 · Bothell, Wa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Morgan Stanley
left Oct 17, 2024, registered Oct 4, 2024 (-13 days) · Affiliated broker-dealer or bank to wirehouse
Bmo Harris Financial Advisors, Inc to LPL Financial LLC
left Mar 24, 2021, registered Mar 24, 2021 (0 days) · corporate re-registration, not a move
Cetera Advisor Networks LLC to Bmo Harris Financial Advisors, Inc
left Dec 4, 2018, registered Feb 7, 2019 (65 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Cetera Advisor Networks LLC
left Sep 28, 2017, registered Nov 6, 2017 (39 days) · Other
J.P. Morgan Securities LLC to Wells Fargo Advisors
left Apr 28, 2016, registered Apr 15, 2016 (-13 days) · Wirehouse to wirehouse
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

Emily Dawn Buehler left Lpl Financial Llc for Morgan Stanley (registered 2024-10-04)
Oct 17, 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: Wirehousederived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address