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
Lauren Hoglan Wyatt
Feed of 09/14/2026
Also filed as Lauren Alissa Hoglan
At current firm
0 y
since Apr 13, 2026
In the industry
19 y
since Dec 1, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Apr 13, 2026 · Westlake, Tx
- Schwab Wealth Advisory, Inc. no RAUMMay 19, 2025 to Apr 10, 2026 · Knoxville, Tn
- Td Ameritrade Investment Management, LLC formerJun 3, 2021 to Sep 7, 2023 · Southlake, Tx
- Td Ameritrade, Inc. formerJun 3, 2021 to Oct 14, 2022 · Westlake, Tx
- Td Ameritrade Investment Management, LLC formerOct 9, 2012 to Dec 31, 2020 · Fort Worth, Tx
- Td Ameritrade, Inc. formerOct 9, 2012 to Jan 11, 2021 · Westlake, Tx
- Td Ameritrade, Inc. formerNov 16, 2009 to Nov 3, 2011 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Schwab Wealth Advisory, Inc. to Charles Schwab & Co., Inc.left Apr 10, 2026, registered Apr 13, 2026 (3 days) · Other
- Td Ameritrade Investment Management, LLC to Schwab Wealth Advisory, Inc.left Sep 7, 2023, registered May 19, 2025 (620 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 14, 2022, registered Jun 3, 2021 (-498 days) · corporate re-registration, not a move
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Oct 9, 2012 (-3005 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Nov 3, 2011, registered Oct 9, 2012 (341 days) · channel change inside one enterprise, not a move
Signals
- Lauren Hoglan Wyatt left Schwab Wealth Advisory, Inc. for Charles Schwab & Co., Inc. (registered 2026-04-13)Apr 10, 2026 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address