DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Schwab Wealth Advisory, Inc.

872 moves
AdvisorFromToTypeLeftRegistered
Jennifer Rae SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. otherOtherMay 25, 2017Jun 22, 2017
Michael E AndrewsUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherMay 5, 2017Jun 7, 2022 (1859 d)
Alex M WilsonUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherMay 5, 2017Aug 25, 2017 (112 d)
Zak Su IrizarryEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 4, 2017Nov 9, 2023 (2380 d)
Regina Jui Chieh TsaiB|O|S otherSchwab Wealth Advisory, Inc. otherOtherMay 2, 2017Jun 22, 2017 (51 d)
William Christopher CollinsJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. otherOtherApr 5, 2017Apr 17, 2017
Kathleen R CashattUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherMar 23, 2017Apr 3, 2017
Michelle Lynn EastonUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherMar 17, 2017Dec 15, 2025 (3195 d)
Michael Brent BurokerAdvice And Planning Services otherSchwab Wealth Advisory, Inc. otherOtherMar 9, 2017Mar 15, 2017
William E JordenOppenheimer & Co. Inc. otherSchwab Wealth Advisory, Inc. otherOtherMar 1, 2017Mar 7, 2017
Natalie PisaroMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. otherOtherMar 1, 2017Apr 5, 2017 (35 d)
Daniel Gerard BraunWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 14, 2017Sep 1, 2021 (1660 d)
Derek Paul ShadickE*Trade Capital Management, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherFeb 8, 2017Jul 8, 2026 (3437 d)
Julian Gar-Sing LamFisher Investments otherSchwab Wealth Advisory, Inc. otherOtherFeb 8, 2017Mar 3, 2017
Cuthbert Zvinaiye MbeweTruist Advisory Services, Inc. otherSchwab Wealth Advisory, Inc. otherOtherFeb 7, 2017Feb 16, 2017
Thomas C HostyNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. BD affiliatedOtherJan 5, 2017Jul 25, 2018 (566 d)
Rakesh PatelTd Ameritrade, Inc. no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherDec 5, 2016Apr 3, 2023 (2310 d)
Ryan M VollweilerVoya Financial Advisors, Inc. otherSchwab Wealth Advisory, Inc. no RAUMOtherNov 15, 2016Oct 3, 2021 (1783 d)
Brandon L FlitschNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherNov 11, 2016Jan 22, 2026 (3359 d)
Marc Matthew GoldsteinWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 8, 2016Dec 15, 2025 (3324 d)
Stephen Thomas HartmanMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 7, 2016Jun 28, 2018 (598 d)
Jeffrey Michael IsomFirst Command Advisory Services otherSchwab Wealth Advisory, Inc. no RAUMOtherOct 31, 2016Sep 21, 2021 (1786 d)
Justin Adam LongfellowVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherOct 6, 2016Oct 26, 2016
Andrew Raymond PorterVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherSep 21, 2016Oct 24, 2016 (33 d)
Scott M StrehlowVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherSep 15, 2016Nov 1, 2016 (47 d)
Zarina Sasheva StankovStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherSep 13, 2016Sep 30, 2016
Vincent James ViverosMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. otherOtherSep 2, 2016Oct 11, 2016 (39 d)
Amy Lynn RichardsonBrown And Company, Inc. unclassifiedSchwab Wealth Advisory, Inc. otherOtherAug 25, 2016Oct 3, 2016 (39 d)
Wesley John KellyVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherAug 23, 2016Oct 24, 2016 (62 d)
Austin Harold LewisRooted Financial Planning unclassifiedSchwab Wealth Advisory, Inc. otherOtherAug 22, 2016Sep 12, 2016
Ben Harold BoydStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherAug 18, 2016Aug 29, 2016
Clint J ShepherdStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherAug 15, 2016Sep 2, 2016
Erica Nicole MolinaUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherAug 5, 2016Sep 21, 2016 (47 d)
Matthew S ParkinPersonal Capital Advisors Corporation otherSchwab Wealth Advisory, Inc. otherOtherAug 3, 2016Apr 20, 2017 (260 d)
Rick Anthony BarayUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. BD affiliatedOtherJul 29, 2016Jul 16, 2018 (717 d)
Treva Marceyle Ruth ZiembaVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherJul 28, 2016Aug 22, 2016
Jason Earl ComerAdvice And Planning Services otherSchwab Wealth Advisory, Inc. otherOtherJul 15, 2016Nov 10, 2016 (118 d)
Eric Christopher KurthSpectrum Wealth Management otherSchwab Wealth Advisory, Inc. otherOtherJul 11, 2016Aug 19, 2016 (39 d)
Robert M HammondUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherJun 22, 2016Jul 11, 2016
Gene Harold Almy JrStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherJun 22, 2016Jun 28, 2016
Nate Adam RamirezEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 7, 2016Jul 12, 2021 (1861 d)
Christopher Michael BrooksAdvice And Planning Services otherSchwab Wealth Advisory, Inc. otherOtherJun 6, 2016Jun 28, 2016
Paul Thomas TuomeyEagle Strategies LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2016Jan 20, 2026 (3518 d)
Jay P CheneyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 27, 2016Aug 20, 2018 (815 d)
Robert D SmithJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. otherOtherMay 24, 2016Jun 14, 2016
Scott Alexander WatsonTownsend otherSchwab Wealth Advisory, Inc. BD affiliatedOtherMay 20, 2016Mar 19, 2020 (1399 d)
Corey Lane JonesVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherMay 10, 2016May 20, 2016
Robert Keith FrostPnc Managed Account Solutions, Inc. otherSchwab Wealth Advisory, Inc. no RAUMOtherApr 27, 2016Mar 19, 2026 (3613 d)
Tyler Lee Van DongeMsi Financial Services, Inc. otherSchwab Wealth Advisory, Inc. otherOtherApr 20, 2016May 3, 2016
Mitchell Wayne SmythUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherApr 14, 2016May 9, 2016
Jonathan Clinton CampbellCuso Financial Services, L.P. otherSchwab Wealth Advisory, Inc. otherOtherApr 4, 2016Apr 11, 2016
Eric Lee VincentUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherMar 31, 2016Mar 30, 2016
Todd Michael GarrettStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherMar 28, 2016Apr 19, 2016
William Myers PerryUsaa Financial Planning Services no RAUMSchwab Wealth Advisory, Inc. otherOtherMar 23, 2016Jul 7, 2016 (106 d)
Jack William MooreCurian Capital, LLC otherSchwab Wealth Advisory, Inc. otherOtherMar 22, 2016Sep 14, 2016 (176 d)
Jeremy Michael GlassAdvice And Planning Services otherSchwab Wealth Advisory, Inc. otherOtherMar 22, 2016Apr 22, 2016 (31 d)
Robin M WadeMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. otherOtherMar 14, 2016Apr 7, 2016
Renee Ann CooperAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. otherOtherMar 1, 2016May 2, 2016 (62 d)
Robert D HarveyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. otherOtherFeb 5, 2016Aug 30, 2016 (207 d)
Margaret Elizabeth MuellerWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 21, 2016Jul 30, 2024 (3113 d)
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