| Anna Elizabeth Kramer | Usaa Investment Services Company no RAUM | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 17, 2020 | Sep 10, 2020 (85 d) |
| John Lawrence Sullivan | Usaa Investment Services Company no RAUM | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 12, 2020 | Oct 14, 2025 (1950 d) |
| Whitney B Williams | Vanguard Advisers, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 9, 2020 | Jul 23, 2020 (44 d) |
| Bruce Reynolds | Usaa Investment Services Company no RAUM | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 2, 2020 | Apr 8, 2026 (2136 d) |
| Michael Louis Globenfelt | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 7, 2026 (2054 d) |
| Christopher Lawrence Borzych | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Dec 15, 2025 (2031 d) |
| Charles Eldon Garner | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jul 23, 2021 (425 d) |
| Michael Bratsztein | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 27, 2021 (248 d) |
| Roy Edward Plumlee | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Aug 3, 2021 (436 d) |
| Paul David Riskus | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 3, 2023 (954 d) |
| Larry Wilkins Chappell | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Aug 16, 2022 (814 d) |
| Adam Perry Sanders | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | May 12, 2021 (353 d) |
| Scott Allen Hiller | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 4, 2023 (955 d) |
| Seth Hitchcock Bergquist | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 6, 2023 (957 d) |
| Harold Emerson Scull | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Apr 2, 2023 (1043 d) |
| George Bela Holecsko | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Apr 17, 2026 (2154 d) |
| Tanya Theresa Heyn | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Mar 19, 2021 (299 d) |
| Rene Eric Aranda | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Apr 30, 2025 (1802 d) |
| Bryan Wiliiam Skoruppa | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jun 13, 2022 (750 d) |
| Robert Brooks Bowen | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jan 31, 2025 (1713 d) |
| Robert Allen Bodenlos | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Sep 22, 2021 (486 d) |
| Cade Rockwell Steen | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Sep 4, 2026 (2294 d) |
| Brian G Stauss | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Sep 3, 2026 (2293 d) |
| Christopher Allen Byrd | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Aug 27, 2025 (1921 d) |
| Donald Ray Dupont | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Nov 29, 2022 (919 d) |
| Tiffany Burrows Leroy | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | May 16, 2023 (1087 d) |
| Carolyn Ngo | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Dec 9, 2024 (1660 d) |
| Melissa M Rupe | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jun 29, 2021 (401 d) |
| David Arthur Bruno | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jul 31, 2025 (1894 d) |
| Joseph Andrew Lopez | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jun 23, 2021 (395 d) |
| Tawnya C Sokolik | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jun 3, 2021 (375 d) |
| James Ross Deshaies | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Apr 9, 2026 (2146 d) |
| Chad David Groseclose | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Aug 7, 2024 (1536 d) |
| Shanna Therese Grech | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Oct 29, 2025 (1984 d) |
| Scott C Free | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Aug 13, 2025 (1907 d) |
| Ryan Paul Van Emmerik | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Jun 3, 2021 (375 d) |
| Douglas M Askins | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | May 24, 2020 | Apr 28, 2021 (339 d) |
| Brendan Jared Weaver | Mutual Of Omaha Investor Services, Inc. no RAUM | Schwab Wealth Advisory, Inc. no RAUM | Other | May 5, 2020 | Oct 29, 2025 (2003 d) |
| Lisanne Penell Beard | Facet independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | May 1, 2020 | Jun 5, 2020 (35 d) |
| Brent Gregory Rattin | J.P. Morgan Securities LLC wirehouse | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 22, 2020 | Aug 9, 2021 (474 d) |
| Gregory Talcott | Virtua Capital Management, LLC state registered | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 20, 2020 | Jun 9, 2026 (2241 d) |
| Jonathan Lakin | Fidelity Personal And Workplace Advisors BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 9, 2020 | Jul 8, 2020 (90 d) |
| Jason Zachary Timpe | Polaris Wealth Advisory Group independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 26, 2020 | May 6, 2020 (41 d) |
| Jared Eichler | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Feb 6, 2020 | Oct 6, 2025 (2069 d) |
| Sean Britt | J.P. Morgan Securities LLC wirehouse | Schwab Wealth Advisory, Inc. no RAUM | Other | Dec 10, 2019 | Sep 10, 2024 (1736 d) |
| Jonathan Michael Dodd | Avantax Advisory Services BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Dec 9, 2019 | Sep 21, 2026 (2478 d) |
| Eric M Tones | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Nov 25, 2019 | Nov 8, 2024 (1810 d) |
| Cindy Scott | J.P. Morgan Securities LLC wirehouse | Schwab Wealth Advisory, Inc. no RAUM | Other | Nov 19, 2019 | Aug 13, 2025 (2094 d) |
| Rodney Lee Hazelton | Td Ameritrade, Inc. no RAUM | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 11, 2019 | Jun 22, 2023 (1380 d) |
| Anne Rae Sailer | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2019 | Sep 12, 2019 |
| Richard Coleman Lunsford | Creative Planning independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 29, 2019 | Oct 6, 2021 (769 d) |
| Patrick Charles Ketchoyian | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 28, 2019 | Dec 1, 2020 (461 d) |
| Jeffrey Lloyd Nelson | Advice And Planning Services BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 14, 2019 | Jun 23, 2022 (1044 d) |
| Anibal Jose Martinez Rodriguez | Citigroup Global Markets Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 12, 2019 | Jan 11, 2021 (518 d) |
| Patrick Nugent | Usaa Investment Services Company BD affiliated | Schwab Wealth Advisory, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2019 | Aug 6, 2019 |
| Tanya L Elling | Kms Financial Services, Inc BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 19, 2019 | Jun 15, 2023 (1427 d) |
| Linett Adriana Batiste | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 10, 2019 | Jan 19, 2022 (924 d) |
| Joanne Bolden | Citizens Securities, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 8, 2019 | May 6, 2026 (2494 d) |
| Nathaniel James Miller | Fidelity Personal And Workplace Advisors BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 24, 2019 | Aug 5, 2024 (1869 d) |
| Millicent Maureen Holmes | Comprehensive Partners, LLC unclassified | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 19, 2019 | Sep 25, 2025 (2290 d) |