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
Joshua A Wencil
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joshua Wencil
At current firm
0 y
since Dec 15, 2025
In the industry
18 y
since Feb 6, 2008 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Schwab Wealth Advisory, Inc. no RAUM currentsince Dec 15, 2025 · Cranberry Township, Pa
- Strategic Advisers LLC national BDMar 31, 2025 to Oct 15, 2025 · Cranberry Township, Pa
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDJun 21, 2017 to Jul 13, 2018 · Cranberry Township, Pa
- Pnc Wealth Management BD affiliatedDec 12, 2013 to May 8, 2017 · Bridgeville, Pa
- Pnc Wealth Management BD affiliatedDec 8, 2010 to Jun 10, 2013 · Cranberry Township, Pa
- Parentebeard Wealth Management LLC formerMar 2, 2010 to Sep 3, 2010 · York, Pa
- Bmc Financial Advisors unclassifiedOct 21, 2009 to Mar 2, 2010 · York, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 8, 2008 to Sep 23, 2008 · Lancaster, Pa
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Schwab Wealth Advisory, Inc.left Oct 15, 2025, registered Dec 15, 2025 (61 days) · Other · moved with a team
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Pnc Wealth Management to Strategic Advisers LLCleft May 8, 2017, registered Jun 21, 2017 (44 days) · Other
- Parentebeard Wealth Management LLC to Pnc Wealth Managementleft Sep 3, 2010, registered Dec 8, 2010 (96 days) · Other
- Bmc Financial Advisors to Parentebeard Wealth Management LLCleft Mar 2, 2010, registered Mar 2, 2010 (0 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bmc Financial Advisorsleft Sep 23, 2008, registered Oct 21, 2009 (393 days) · Other
Signals
- Joshua A Wencil left Strategic Advisers Llc for Schwab Wealth Advisory, Inc. (registered 2025-12-15)Oct 15, 2025 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address