Departures from Schwab Wealth Advisory, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Jeffrey Scott Arnold	Schwab Wealth Advisory, Inc. other	LPL Financial LLC other	Other	Apr 25, 2014	Apr 11, 2014
Wendi R Strom	Schwab Wealth Advisory, Inc. other	LPL Financial LLC other	Other	Apr 25, 2014	Mar 27, 2014
Thomas John Pietrack	Schwab Wealth Advisory, Inc. other	Wealth Management International, Ltd. other	Other	Apr 21, 2014	May 29, 2014 (38 d)
Michael Lee Clayman	Schwab Wealth Advisory, Inc. other	Hufford Advisors, LLC other	Other	Feb 10, 2014	Feb 20, 2014
William Hubert Allen	Schwab Wealth Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Jan 14, 2014	May 19, 2015 (490 d)
Gary Alexander Korolev	Schwab Wealth Advisory, Inc. other	Symphonic Financial Advisors LLC other	Other	Dec 23, 2013	Feb 19, 2014 (58 d)
Kyle Andrew Kraus	Schwab Wealth Advisory, Inc. other	Principal Securities, Inc. other	Other	Dec 9, 2013	May 14, 2014 (156 d)
Donella R Winkler	Schwab Wealth Advisory, Inc. other	Bancwest Investment Services, Inc. (Bwis) other	Other	Dec 9, 2013	May 28, 2015 (535 d)
David Obadiah Rich	Schwab Wealth Advisory, Inc. other	Wealthplan Advisors, LLC other	Other	Dec 6, 2013	Dec 11, 2013
Chris Alan Roberts	Schwab Wealth Advisory, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 20, 2013	Jan 17, 2014 (58 d)
James W. Rand	Schwab Wealth Advisory, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 20, 2013	Nov 8, 2013
Sherine Ta	Schwab Wealth Advisory, Inc. other	UBS Financial Services Inc. wirehouse	Other	Nov 19, 2013	Feb 18, 2014 (91 d)
James Garry Bertrand	Schwab Wealth Advisory, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 5, 2013	Jun 23, 2015 (595 d)
Gregory A Myers	Schwab Wealth Advisory, Inc. other	Pnc Managed Account Solutions, Inc. BD affiliated	Other	Oct 17, 2013	Apr 30, 2021 (2752 d)
Darrell Eugene Laing	Schwab Wealth Advisory, Inc. other	Wagner Wealth Management, LLC other	Other	Oct 15, 2013	Oct 16, 2013
Mario Fernando Contreras	Schwab Wealth Advisory, Inc. other	LPL Financial LLC other	Other	Sep 25, 2013	Jul 30, 2015 (673 d)
Reshell Shonta Smith	Schwab Wealth Advisory, Inc. other	Smathers Financial Group, Inc. unclassified	Other	Sep 24, 2013	Jun 2, 2014 (251 d)
Jason Matthew Brooks	Schwab Wealth Advisory, Inc. other	Indelible Wealth Group independent RIA	Other	Apr 18, 2013	Jun 12, 2013 (55 d)
Jacob Neal Carris	Schwab Wealth Advisory, Inc. other	Tim Looney Investments, LLC other	Other	Apr 18, 2013	Apr 29, 2013
Colleen R. Pedey	Schwab Wealth Advisory, Inc. other	Coldstream Wealth Management independent RIA	Other	Feb 1, 2013	Nov 16, 2021 (3210 d)
Ronald Vincent Regan	Schwab Wealth Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Jan 15, 2013	Oct 21, 2014 (644 d)
Robert Edmund Matricardi	Schwab Wealth Advisory, Inc. other	Eagle Strategies LLC other	Other	Dec 17, 2012	May 29, 2013 (163 d)
Nina Jeanne Rose	Schwab Wealth Advisory, Inc. other	Coldstream Wealth Management other	Other	Dec 11, 2012	Dec 3, 2014 (722 d)
Amy L Obert	Schwab Wealth Advisory, Inc. other	Td Ameritrade, Inc. no RAUM	Other	Dec 3, 2012	Jul 27, 2021 (3158 d)
Casey R Corbett	Schwab Wealth Advisory, Inc. other	Corbett Wealth Management LLC state registered	Other	Nov 16, 2012	Nov 18, 2022 (3654 d)
Thomas Matthew Carney	Schwab Wealth Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Nov 5, 2012	Feb 25, 2013 (112 d)
Mu-Tin Wultsch	Schwab Wealth Advisory, Inc. other	Wipfli Financial Advisors, LLC other	Other	Oct 30, 2012	Oct 13, 2014 (713 d)
Tyler Scott Mehlhorn	Schwab Wealth Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Oct 18, 2012	Nov 20, 2012 (33 d)
Lance T Spencer	Schwab Wealth Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Oct 1, 2012	Nov 20, 2012 (50 d)
Sean Timothy Mannello	Schwab Wealth Advisory, Inc. other	Sagepoint Financial, Inc. other	Other	Oct 1, 2012	May 5, 2014 (581 d)
Luis Casian	Schwab Wealth Advisory, Inc. other	Fisher Investments other	Other	Sep 27, 2012	Oct 5, 2012
Scott Richard Ebert	Schwab Wealth Advisory, Inc. other	Bancwest Investment Services, Inc. (Bwis) BD affiliated	Other	Sep 26, 2012	Dec 18, 2018 (2274 d)
Robert David Barnett	Schwab Wealth Advisory, Inc. other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Sep 19, 2012	Jan 8, 2020 (2667 d)
Jeffrey Michael Bilinski	Schwab Wealth Advisory, Inc. other	Financial Management Concepts other	Other	Aug 3, 2012	Aug 30, 2017 (1853 d)
Anthony Joseph Gaiffe	Schwab Wealth Advisory, Inc. other	Sii Investments, Inc. other	Other	Jul 30, 2012	Aug 2, 2012
Bryan Gregory Stewart	Schwab Wealth Advisory, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Jun 28, 2012	Jun 5, 2012
Mark Layne Blom	Schwab Wealth Advisory, Inc. other	Ria Advisors other	Other	May 2, 2012	May 7, 2012
Matt Toyne Bauer	Schwab Wealth Advisory, Inc. other	Ned Davis Research, Inc. no RAUM	Other	Apr 23, 2012	May 24, 2012 (31 d)
Timothy Mcintyre Amen	Schwab Wealth Advisory, Inc. other	Brighton Jones LLC other	Other	Apr 4, 2012	Jun 27, 2012 (84 d)
Bradley Heath Owens	Schwab Wealth Advisory, Inc. other	Lji Wealth Management, LLC other	Other	Feb 28, 2012	Mar 5, 2012
Shawn Thomas Higginbotham	Schwab Wealth Advisory, Inc. other	Sii Investments, Inc. other	Other	Feb 27, 2012	Feb 23, 2012

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401 moves match.