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

Miranda Bonde

Schwab Wealth Advisory, Inc.no RAUMIndianapolis, Indual registrantIAPD 6142643

Certified Financial Planner

Feed of 09/14/2026

Also filed as Miranda Joyce Bonde

At current firm

0 y

since Jan 9, 2026

In the industry

13 y

since Jan 19, 2013 (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 Jan 9, 2026 · Indianapolis, In
Gallagher Fiduciary Advisors, LLC institutional
Apr 17, 2025 to Jan 2, 2026 · Carmel, In
Osaic Wealth, Inc. BD affiliated
Jan 19, 2024 to Dec 31, 2024 · Green Bay, Wi
Woodbury Financial Services, Inc. former
Jan 27, 2023 to Jan 19, 2024 · Green Bay, Wi
Oneamerica Securities, Inc. BD affiliated
Oct 29, 2018 to Feb 16, 2023 · Appleton, Wi
LPL Financial LLC BD affiliated
Jan 3, 2017 to Nov 6, 2018 · Green Bay, Wi
Concourse Financial Group Advisors former
Dec 14, 2015 to Dec 16, 2016 · Green Bay, Wi

Moves

a registration end followed by a registration begin elsewhere

Gallagher Fiduciary Advisors, LLC to Schwab Wealth Advisory, Inc.
left Jan 2, 2026, registered Jan 9, 2026 (7 days) · Other
Osaic Wealth, Inc. to Gallagher Fiduciary Advisors, LLC
left Dec 31, 2024, registered Apr 17, 2025 (107 days) · Other
Woodbury Financial Services, Inc. to Osaic Wealth, Inc.
left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
Oneamerica Securities, Inc. to Woodbury Financial Services, Inc.
left Feb 16, 2023, registered Jan 27, 2023 (-20 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Oneamerica Securities, Inc.
left Nov 6, 2018, registered Oct 29, 2018 (-8 days) · RIA to affiliated broker-dealer or bank
Concourse Financial Group Advisors to LPL Financial LLC
left Dec 16, 2016, registered Jan 3, 2017 (18 days) · Other

Signals

Miranda Bonde left Gallagher Fiduciary Advisors, Llc for Schwab Wealth Advisory, Inc. (registered 2026-01-09)
Jan 2, 2026 · Advisor changed firm · fact
Miranda Bonde left Osaic Wealth, Inc. for Gallagher Fiduciary Advisors, Llc (registered 2025-04-17)
Dec 31, 2024 · Advisor changed firm · fact
Miranda Bonde left Oneamerica Securities, Inc. for Woodbury Financial Services, Inc. (registered 2023-01-27)
Feb 16, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address