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

Wade Elmo Oneal

Schwab Wealth Advisory, Inc.no RAUMWestlake, Txdual registrantIAPD 5490650

Feed of 09/14/2026

Also filed as Wade Elmo O'Neal

At current firm

0 y

since May 1, 2026

In the industry

18 y

since Sep 13, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

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 May 1, 2026 · Westlake, Tx
Usaa Investment Services Company no RAUM
Aug 14, 2024 to Apr 15, 2026 · Lavon, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 16, 2022 to Jun 27, 2024 · Garland, Tx
Fisher Investments independent RIA
May 20, 2021 to Mar 29, 2022 · Plano, Tx
Usaa Investment Services Company no RAUM
Jan 8, 2018 to Jun 17, 2020 · San Antonio, Tx
Usaa Financial Planning Services former
Sep 15, 2008 to Jan 8, 2018 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Usaa Investment Services Company to Schwab Wealth Advisory, Inc.
left Apr 15, 2026, registered May 1, 2026 (16 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Usaa Investment Services Company
left Jun 27, 2024, registered Aug 14, 2024 (48 days) · Other
Fisher Investments to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 29, 2022, registered May 16, 2022 (48 days) · RIA to wirehouse · moved with a team
Usaa Investment Services Company to Fisher Investments
left Jun 17, 2020, registered May 20, 2021 (337 days) · Other · moved with a team
Usaa Financial Planning Services to Usaa Investment Services Company
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move

Signals

Wade Elmo Oneal left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2026-05-01)
Apr 15, 2026 · Advisor changed firm · fact
Wade Elmo Oneal left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Usaa Investment Services Company (registered 2024-08-14)
Jun 27, 2024 · Advisor changed firm · fact
Wade Elmo Oneal left Fisher Investments for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-16)
Mar 29, 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: No RAUM reportedderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address