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
Ty TabileVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 26, 2025Dec 3, 2025
Steven MarcanoT. Rowe Price Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 25, 2025Dec 16, 2025
John Joe EscamillaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 21, 2025Dec 18, 2025
Aria HattiangadiStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherNov 7, 2025Nov 20, 2025
Ethan WoodruffStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherNov 7, 2025Nov 12, 2025
Theotime Ruddy Raniery DesmulierRehmann Wealth independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 5, 2025Dec 8, 2025 (33 d)
Juan J Faget AveledoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 3, 2025Dec 23, 2025 (50 d)
Rico KnightJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 2, 2025Dec 10, 2025 (38 d)
Madhavi Niranjan HolayGoldman Sachs Wealth Services, L.P. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 31, 2025Nov 4, 2025
Christopher John SanchezUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 29, 2025Oct 30, 2025
Timothy WilliamsMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 27, 2025Dec 16, 2025 (50 d)
Monica ZwipfCetera Investment Advisers LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 27, 2025Dec 3, 2025 (37 d)
Laura CaceresJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 26, 2025Nov 17, 2025
Christine HarezlakNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 24, 2025Dec 15, 2025 (52 d)
Heath DowellVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 24, 2025Oct 28, 2025
Zoey DangolAlly Invest Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherOct 24, 2025Nov 19, 2025
Michael Joseph DiplacidoRichard P. Slaughter Associates, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherOct 22, 2025Jan 2, 2026 (72 d)
Benjamin LucasDunham independent RIASchwab Wealth Advisory, Inc. no RAUMOtherOct 21, 2025Oct 31, 2025
Aaron James HurleyNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 21, 2025Jan 30, 2026 (101 d)
Samuel Cook GoddardMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 17, 2025Dec 4, 2025 (48 d)
Jared LangJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 17, 2025Jan 9, 2026 (84 d)
Caroline LogozzoJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 16, 2025Oct 29, 2025
Robert CherryVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 16, 2025Oct 29, 2025
Joshua A WencilStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherOct 15, 2025Dec 15, 2025 (61 d)
Allen Robert DurosOnyx Bridge Wealth Group LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherOct 14, 2025Aug 24, 2026 (314 d)
Jordan RaymondNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 10, 2025Dec 12, 2025 (63 d)
Cary FlorioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 8, 2025Nov 20, 2025 (43 d)
Samantha Leigh BinzFirst Command Advisory Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 7, 2025Oct 25, 2025
Robert Nathan WillisonSpc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 6, 2025Dec 15, 2025 (70 d)
Daniel NamphaRaymond James Financial Services Advisors, Inc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 3, 2025Apr 15, 2026 (194 d)
Allie Jennifer TrimbleVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 3, 2025Oct 29, 2025
Chris AnoyaStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherOct 2, 2025Oct 20, 2025
Michael James KeatingBlackrock Fund Advisors asset managerSchwab Wealth Advisory, Inc. no RAUMOtherSep 22, 2025Dec 16, 2025 (85 d)
Michelle Nelson HahnCfo4life independent RIASchwab Wealth Advisory, Inc. no RAUMOtherSep 19, 2025Oct 30, 2025 (41 d)
Brian Mahony NashVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 18, 2025Sep 23, 2025
Alexander LiedbergFisher Investments independent RIASchwab Wealth Advisory, Inc. no RAUMOtherSep 18, 2025Oct 21, 2025 (33 d)
Christian FieldsT. Rowe Price Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 17, 2025Sep 22, 2025
Mojoyeoluwa OniMio Partners, Inc. asset managerSchwab Wealth Advisory, Inc. no RAUMOtherSep 15, 2025Sep 29, 2025
Shane SpenceThe Life Wealth Group independent RIASchwab Wealth Advisory, Inc. no RAUMOtherSep 12, 2025Oct 17, 2025 (35 d)
Corey GarnierStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherSep 11, 2025Sep 23, 2025
Brandon MachoAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherSep 11, 2025Oct 17, 2025 (36 d)
John LombardiLPL Financial LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 10, 2025Dec 9, 2025 (90 d)
Brandon AkersT. Rowe Price Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 9, 2025Oct 16, 2025 (37 d)
Hussein EssayliBridgepoint Strategic Partners LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherSep 9, 2025Oct 25, 2025 (46 d)
Christopher Larry MadarisEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherSep 9, 2025Sep 29, 2025
Zachary John PerretVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 8, 2025Sep 11, 2025
Justin PearceAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 4, 2025Jan 23, 2026 (141 d)
Luz De Maria Hernandez FortisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 2, 2025Sep 13, 2025
Emmanuel Abion LlandaScharf Investments, LLC mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherSep 2, 2025Sep 5, 2025
Lauren GriggsU.S. Bancorp Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 29, 2025Sep 15, 2025
Andrew ArnoldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 29, 2025Sep 25, 2025
Matthew SalafiaThrivent Investment Management Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 26, 2025Sep 11, 2025
Blair Smith55 North Private Wealth independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 25, 2025Sep 19, 2025
Jose D GuerraJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 21, 2025Sep 16, 2025
John Boris OnufreiczukAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 20, 2025Sep 17, 2025
Kamil RehmanEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 19, 2025Sep 5, 2025
Vincent LarosaLPL Financial LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 15, 2025Aug 21, 2025
Nathan HartmanStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 14, 2025Aug 20, 2025
Delfinaa SolankiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 14, 2025Sep 9, 2025
Kraig Antonio JacksonVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 13, 2025Aug 18, 2025
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869 moves match.