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
Colin SheddCitigroup Global Markets Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 11, 2025Aug 25, 2025
Michael D RelyeaEsi Financial Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 8, 2025Sep 17, 2025 (40 d)
Ridhima ChadhaJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 5, 2025Sep 1, 2025
Jack BellFpf Advisors LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherAug 4, 2025Sep 11, 2025 (38 d)
Edward S. ValestinJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 3, 2025Sep 30, 2025 (58 d)
Jorge CardenasDowntown Wealth Studios, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 1, 2025Aug 21, 2025
Cynthia HowellsEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 1, 2025Sep 8, 2025 (38 d)
Glenn SuppanzVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 30, 2025Aug 5, 2025
Wesley BurroughsSnider Financial Group independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 29, 2025Sep 8, 2025 (41 d)
Greer HendersonJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 29, 2025Aug 12, 2025
Roxana D FarrarMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 28, 2025Dec 18, 2025 (143 d)
Adam HendricksonAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 28, 2025Aug 4, 2025
Maxx SoulliereOsaic Institutions, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 27, 2025Aug 15, 2025
Deviemattie Sukhdeo MakkarStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 24, 2025Jul 25, 2025
Cesar Rene ValenzuelaKestra Advisory Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 23, 2025Jul 31, 2025
Christopher Neal LeydaEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 23, 2025Jul 29, 2025
Joseph GibalskiStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 22, 2025Aug 26, 2025 (35 d)
Thomas SimsMai Capital Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 22, 2025Jun 9, 2026 (322 d)
Jaime OlivasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 22, 2025Sep 2, 2025 (42 d)
Robert C HowellMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 21, 2025Aug 6, 2025
Isabella M Muturi SauveJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 20, 2025Aug 19, 2025
Nathan J. GahertyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 17, 2025Jul 29, 2025
Alice RuizStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 16, 2025Jul 29, 2025
Rodrick Kevin SullivanJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 16, 2025Jul 31, 2025
Tanya Marie TorresPark Avenue Securities LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 15, 2025Aug 19, 2025 (35 d)
Lorianne RivasCommonwealth Financial Network national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 15, 2025Jul 29, 2025
Curtis WestrichProviders Wealth LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherJul 11, 2025Aug 1, 2025
Nicholas James EpplerSonar Wealth, LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherJul 9, 2025Jul 11, 2025
Joseph DomatoAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 8, 2025Aug 2, 2025
Mitchell MahoneyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 8, 2025Aug 19, 2025 (42 d)
Elisha TorranceJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 6, 2025Oct 3, 2025 (89 d)
Eric SwierJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 6, 2025Aug 8, 2025 (33 d)
Adam TobiasAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 3, 2025Jul 31, 2025
Salko SipicAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 3, 2025Jul 29, 2025
Carl David AschenbrennerFisher Investments independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 1, 2025Sep 4, 2025 (65 d)
Jennifer Katherine Hall KachmarMercer Global Advisors Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 27, 2025Dec 15, 2025 (171 d)
John KissamJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 26, 2025Jul 10, 2025
Tyler James KenistonUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 25, 2025Jul 15, 2025
Dylan AllredNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 24, 2025Aug 14, 2025 (51 d)
Adam LeatherbyStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 23, 2025Jul 24, 2025 (31 d)
David AbramsonJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 22, 2025Apr 16, 2026 (298 d)
Robert MalzbergJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 19, 2025Jul 26, 2025 (37 d)
James Hasting BenoitHightower Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 18, 2025Aug 30, 2025 (73 d)
Matthew PlunkittStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 18, 2025Sep 24, 2025 (98 d)
Wajima RasoulCrescent Wealth Advisory, LLC state registeredSchwab Wealth Advisory, Inc. no RAUMOtherJun 16, 2025Jul 10, 2025
Amalea ZegarzewskiNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 16, 2025Jun 27, 2025
Antonio FernandezJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 13, 2025Aug 15, 2025 (63 d)
Gavin AhlersAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 13, 2025Jul 16, 2025 (33 d)
Nikko BarelaJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 12, 2025Jul 8, 2025
Cory WadeStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 11, 2025Jun 27, 2025
Robert WrightAdvocacy Wealth Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 9, 2025Aug 20, 2025 (72 d)
Talmage Wayne DemeesterCetera Investment Advisers LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 5, 2025Sep 10, 2025 (97 d)
Natalya JenningsJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 1, 2025Jun 30, 2025
Barry KaimanStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 30, 2025Jun 24, 2025
Dimitri TsioutsiopoulosMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 30, 2025Jun 26, 2025
Stella ShimStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 28, 2025Jun 13, 2025
Jeremy AmpostaJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 27, 2025Jun 12, 2025
Crystal HugginsJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 22, 2025Jul 15, 2025 (54 d)
Caden WilesJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 18, 2025Jun 5, 2025
David Lindsay SourkVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 16, 2025Nov 3, 2025 (171 d)
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869 moves match.