DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Teresa SchuelkeStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 13, 2026May 1, 2026
Ariel RomeroMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 13, 2026Apr 22, 2026
Julia Catherine GroseCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. otherOtherApr 12, 2026Aug 22, 2017
Nolan Richard SandStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 9, 2026May 1, 2026
Joseph Anthony ContinelliThe Life Wealth Group independent RIASchwab Wealth Advisory, Inc. no RAUMOtherApr 8, 2026Jul 29, 2026 (112 d)
Sabrina SuenUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2026Apr 14, 2026
Lisa HembyVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2026Apr 8, 2026
Spencer Newell EllsworthVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2026May 13, 2026 (36 d)
Ryan Suleiman DamraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2026Apr 20, 2026
Angela CollinsPnc Wealth Management BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 6, 2026May 9, 2026 (33 d)
Juan D SanchezFisher Investments independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 19, 2026Apr 1, 2026
Tanner David DixJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 18, 2026Apr 6, 2026
Felipe Jesus Soto RamosTruist Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 17, 2026Apr 7, 2026
Kevin BaumhartStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMar 14, 2026May 13, 2026 (60 d)
Ryan MalaebT. Rowe Price Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 10, 2026Mar 12, 2026
Rachel SchmidtCetera Investment Advisers LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 9, 2026Jul 16, 2026 (129 d)
William Jacob McmannisMcmannis Wealth LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherMar 6, 2026Mar 25, 2026
Bryan MedinaStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMar 5, 2026Mar 7, 2026
Jared Lee JohnsonEp Wealth Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 3, 2026Mar 11, 2026
Joshua DietzTexas Capital Bank Private Wealth Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherFeb 23, 2026May 14, 2026 (80 d)
Aubrey DeboseJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 20, 2026Jul 17, 2026 (147 d)
Jack H MelikyanStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 19, 2026Feb 25, 2026
Shaun Michael FlegalMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 12, 2026Feb 26, 2026
Dina Siracusa TupperCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 11, 2026Dec 15, 2025
Calvin J CelentanoStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 11, 2026Feb 25, 2026
Derrick C. CarterStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 11, 2026Feb 13, 2026
Devon A. ScarlettStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 11, 2026Feb 17, 2026
Kyle James FerrareSimon Quick Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherFeb 9, 2026Jul 21, 2026 (162 d)
Sean Patrick LarkinsCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 9, 2026Feb 9, 2026
Christopher Richard TracyWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 2, 2026Feb 25, 2026
Alan Abraham ZwickerGoodman Advisory Group, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 21, 2026Apr 16, 2026 (85 d)
Michael Philipp MayerStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJan 21, 2026Jul 31, 2026 (191 d)
Kristopher WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 20, 2026Sep 15, 2026 (238 d)
Javier CapetilloMariner BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 15, 2026Jun 22, 2026 (158 d)
Christine GehringWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 14, 2026Jan 15, 2026
Cara BrasorValeo Financial Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 12, 2026Jan 21, 2026
Nathan F. MorganStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJan 8, 2026Jan 14, 2026
Jacob SchmidtFacet independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 8, 2026Apr 25, 2026 (107 d)
Lansen E-Long PanAlly Invest Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 6, 2026Feb 19, 2026 (44 d)
Jalyn CrittendenAn Exceptional Life Financial, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 5, 2026Jan 22, 2026
Christopher Lee BentleyBeacon Pointe Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 2, 2026Jan 20, 2026
Miranda BondeGallagher Fiduciary Advisors, LLC institutionalSchwab Wealth Advisory, Inc. no RAUMOtherJan 2, 2026Jan 9, 2026
Thomas Alan StewartVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2025Jan 13, 2026
Javonte HubbardVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2025Jun 4, 2026 (155 d)
Marilyn AriansStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 26, 2025Jan 14, 2026
Rodger HansonVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 24, 2025Mar 27, 2026 (93 d)
Sang Hoang DuEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 23, 2025Jan 15, 2026
Ephraim OkekeUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 23, 2025Mar 4, 2026 (71 d)
Hari NairJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 21, 2025Jan 15, 2026
Bryan Eugene DonaughThe Financial Resource Center mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherDec 19, 2025Jan 16, 2026
Alexander MeleisRBC Rochdale, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 17, 2025Dec 18, 2025
Charles Fredric ReevesCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 17, 2025Dec 16, 2025
Maimoona AhmedCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 15, 2025Dec 15, 2025
Jessica CreevyCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 15, 2025Dec 15, 2025
Soren Van HoutenVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 12, 2025Jan 9, 2026
Zupei YuEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 10, 2025Jan 7, 2026
Yulia SchneiderVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 4, 2025Dec 23, 2025
Kristi-Anna Celeste AbdooCharles Schwab & Co., Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 4, 2025Dec 4, 2025
Patrick RuJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 2, 2025Feb 17, 2026 (77 d)
Husam BorabyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 1, 2025Jan 5, 2026 (35 d)
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869 moves match.