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

Dimitri Tsioutsiopoulos

Schwab Wealth Advisory, Inc.no RAUMLos Angeles, Cadual registrantIAPD 4712073

Feed of 09/14/2026

Also filed as Jim (Nickname) Poulos (Nickname)

At current firm

1 y

since Jun 26, 2025

In the industry

22 y

since May 11, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Schwab Wealth Advisory, Inc. no RAUM current
since Jun 26, 2025 · Los Angeles, Ca
Morgan Stanley wirehouse
Sep 12, 2024 to May 30, 2025 · Los Angeles, Ca
Schwab Wealth Advisory, Inc. no RAUM
Mar 30, 2022 to Jul 10, 2024 · Phoenix, Az
Schwab Wealth Advisory, Inc. no RAUM
Oct 13, 2016 to Mar 29, 2022 · Phoenix, Az
Charles Schwab & Co., Inc. national BD
Aug 17, 2010 to Sep 10, 2024 · Phoenix, Az
MML Investors Services, LLC BD affiliated
Jun 21, 2010 to Aug 18, 2010 · Scottsdale, Az
U.S. Bancorp Investments, Inc. former
Jun 3, 2008 to Jun 18, 2008 · Menomonee Falls, Wi

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Schwab Wealth Advisory, Inc.
left May 30, 2025, registered Jun 26, 2025 (27 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Sep 10, 2024, registered Oct 13, 2016 (-2889 days) · channel change inside one enterprise, not a move
Schwab Wealth Advisory, Inc. to Morgan Stanley
left Jul 10, 2024, registered Sep 12, 2024 (64 days) · Other
MML Investors Services, LLC to Charles Schwab & Co., Inc.
left Aug 18, 2010, registered Aug 17, 2010 (-1 days) · Other
U.S. Bancorp Investments, Inc. to MML Investors Services, LLC
left Jun 18, 2008, registered Jun 21, 2010 (733 days) · Other

Signals

Dimitri Tsioutsiopoulos left Morgan Stanley for Schwab Wealth Advisory, Inc. (registered 2025-06-26)
May 30, 2025 · Advisor changed firm · fact
Dimitri Tsioutsiopoulos left Schwab Wealth Advisory, Inc. for Morgan Stanley (registered 2024-09-12)
Jul 10, 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: No RAUM reportedderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address