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

Jonathan Beck Schooley

Charles Schwab & Co., Inc.national BDWestlake, Txdual registrantIAPD 4503651

Feed of 09/14/2026

Also filed as Jonathan B Schooley

At current firm

2 y

since Feb 21, 2024

In the industry

24 y

since Jun 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Feb 21, 2024 · Westlake, Tx
Rwa Wealth Partners independent RIA
Nov 3, 2023 to Dec 19, 2023 · Boston, Ma
Polaris Wealth Advisory Group former
Feb 25, 2022 to Nov 7, 2023 · Addison, Tx
Ally Invest Advisors independent RIA
Oct 6, 2021 to Mar 8, 2022 · Argyle, Tx
Td Ameritrade, Inc. former
Sep 21, 2006 to Apr 20, 2021 · Westlake, Tx
Td Ameritrade Investment Management, LLC former
May 6, 2004 to Apr 20, 2021 · Ft. Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Rwa Wealth Partners to Charles Schwab & Co., Inc.
left Dec 19, 2023, registered Feb 21, 2024 (64 days) · RIA to affiliated broker-dealer or bank
Polaris Wealth Advisory Group to Rwa Wealth Partners
left Nov 7, 2023, registered Nov 3, 2023 (-4 days) · RIA to RIA · moved with a team
Ally Invest Advisors to Polaris Wealth Advisory Group
left Mar 8, 2022, registered Feb 25, 2022 (-11 days) · RIA to RIA
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Apr 20, 2021, registered Sep 21, 2006 (-5325 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade, Inc. to Ally Invest Advisors
left Apr 20, 2021, registered Oct 6, 2021 (169 days) · Other

Signals

Jonathan Beck Schooley left Rwa Wealth Partners for Charles Schwab & Co., Inc. (registered 2024-02-21)
Dec 19, 2023 · Advisor changed firm · fact
Jonathan Beck Schooley left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2023-11-03)
Nov 7, 2023 · Advisor changed firm · fact
Jonathan Beck Schooley left Ally Invest Advisors for Polaris Wealth Advisory Group (registered 2022-02-25)
Mar 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: National broker-dealer RIAderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address