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

Drew William Schlotter

Vanguard Advisers, Inc.BD affiliatedPlano, Txdual registrantIAPD 6951882

Certified Financial Planner

Feed of 09/14/2026

Also filed as Drew William Schlotter

At current firm

1 y

since Jul 29, 2025

In the industry

19 y

since Aug 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vanguard Advisers, Inc. BD affiliated current
since Jul 29, 2025 · Plano, Tx
Legacy Consulting Group independent RIA
Nov 16, 2023 to Mar 28, 2025 · Plano, Tx
Origin Investment Advisory LLC independent RIA
Sep 20, 2022 to Jan 13, 2023 · Round Rock, Tx
Woodson Wealth Management unclassified
Sep 6, 2022 to Oct 13, 2023 · Ramona, Ca
On Point Financial Planning unclassified
Mar 11, 2021 to Aug 22, 2022 · Round Rock, Tx
Raymond James Financial Services Advisors, Inc BD affiliated
Aug 24, 2020 to Feb 3, 2021 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Legacy Consulting Group to Vanguard Advisers, Inc.
left Mar 28, 2025, registered Jul 29, 2025 (123 days) · RIA to affiliated broker-dealer or bank
Woodson Wealth Management to Origin Investment Advisory LLC
left Oct 13, 2023, registered Sep 20, 2022 (-388 days) · Other
Origin Investment Advisory LLC to Legacy Consulting Group
left Jan 13, 2023, registered Nov 16, 2023 (307 days) · RIA to RIA
On Point Financial Planning to Woodson Wealth Management
left Aug 22, 2022, registered Sep 6, 2022 (15 days) · Other
Raymond James Financial Services Advisors, Inc to On Point Financial Planning
left Feb 3, 2021, registered Mar 11, 2021 (36 days) · Other

Signals

Drew William Schlotter left Legacy Consulting Group for Vanguard Advisers, Inc. (registered 2025-07-29)
Mar 28, 2025 · Advisor changed firm · fact
Drew William Schlotter left Woodson Wealth Management for Origin Investment Advisory Llc (registered 2022-09-20)
Oct 13, 2023 · Advisor changed firm · fact
Drew William Schlotter left Origin Investment Advisory Llc for Legacy Consulting Group (registered 2023-11-16)
Jan 13, 2023 · Advisor changed firm · fact
Drew William Schlotter left On Point Financial Planning for Woodson Wealth Management (registered 2022-09-06)
Aug 22, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address