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
Rayshawn Mccallum
Feed of 09/14/2026
Also filed as Shawn Mccallum
At current firm
0 y
since Aug 18, 2026
In the industry
17 y
since Oct 1, 2008 (earliest exam, job or registration)
Prior registered firms
1
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
- Vanguard Advisers, Inc. BD affiliated currentsince Aug 18, 2026 · Plano, Tx
- Charles Schwab & Co., Inc. national BDJan 24, 2020 to Aug 5, 2026 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Vanguard Advisers, Inc.left Aug 5, 2026, registered Aug 18, 2026 (13 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Rayshawn Mccallum left Charles Schwab & Co., Inc. for Vanguard Advisers, Inc. (registered 2026-08-18)Aug 5, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address