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
Reginne ArevaloGoldman Sachs Wealth Services, L.P. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 16, 2025Dec 11, 2025 (209 d)
Prithibi ChauhanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 16, 2025Jul 18, 2025 (63 d)
Jared Waylon SpragginsVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 15, 2025May 28, 2025
Elizabeth Mary DuranWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 13, 2025Oct 3, 2025 (143 d)
Monica Elena ZamfirCape Investment Advisory, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMay 12, 2025Aug 6, 2025 (86 d)
Michael Jeffrey KornegayStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 9, 2025May 7, 2026 (363 d)
Nicholas GardnerStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 8, 2025Jun 4, 2025
Kingsley Constantino Calvo-JordanRobert W. Baird & Co. Incorporated mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherMay 6, 2025Jul 24, 2025 (79 d)
Akiva FialkoffJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 6, 2025May 21, 2025
Brandon Pierce AdamsonStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 1, 2025May 15, 2025
Jared Michael WeissVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 25, 2025May 2, 2025
Robert James OglesbyEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 25, 2025Jun 20, 2025 (56 d)
Aaron GallardoRBC Capital Markets, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 24, 2025Dec 22, 2025 (242 d)
Eric BorsoniMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 22, 2025Dec 15, 2025 (237 d)
Meagan Alexandria Druey SchaeferJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 22, 2025May 7, 2026 (380 d)
Mathew Christian TracyMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 22, 2025May 2, 2025
Logan PethelJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 8, 2025Apr 29, 2025
Michael Zachary TaylorStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2025Aug 6, 2026 (486 d)
Gina Renee DeutschUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherApr 4, 2025Aug 12, 2025 (130 d)
Yusuf Burak YilmazStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 4, 2025Jul 29, 2025 (116 d)
Phillip BattleStrategic Advisers LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 4, 2025May 2, 2025
Erika ConstantineJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 1, 2025Apr 28, 2025
Michael BordenaveMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 11, 2025May 29, 2025 (79 d)
Kristina ReganFinarc Investments, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 10, 2025Apr 30, 2025 (51 d)
Tyler SchaeferJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 13, 2025Mar 11, 2025
Panagiotis AndrianakosAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 31, 2025Jun 10, 2025 (130 d)
Thomas George DolbyRBC Securities, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 24, 2025Jul 3, 2025 (160 d)
Benjamin McnettEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJan 24, 2025Feb 25, 2025 (32 d)
Lorin BurkeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 21, 2025Mar 19, 2025 (57 d)
Grace Marie KellyFirst Oak Wealth Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 3, 2025Jan 16, 2025
Gianni De La CruzVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2024Jan 22, 2025
Samir BushraNo B.S. Advising unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2024Nov 24, 2025 (328 d)
Jesse Christian VegaParadigm Advisors, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherDec 16, 2024Jun 4, 2026 (535 d)
Marco Antonio EscobarCitigroup Global Markets Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 12, 2024Mar 5, 2025 (83 d)
Jesse ThurmanCommonwealth Financial Network national BDSchwab Wealth Advisory, Inc. no RAUMOtherDec 3, 2024Apr 1, 2025 (119 d)
Lauren BoyceBny Mellon Advisors, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 26, 2024Dec 15, 2025 (384 d)
Daniel MungerWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 21, 2024Dec 3, 2025 (377 d)
Frederick John RedmondFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 19, 2024Apr 8, 2026 (505 d)
Brian CribbsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 18, 2024Jun 9, 2025 (203 d)
Daniel L LinnehanCitizens Securities, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2024Apr 17, 2025 (155 d)
Michael MayneNeuberger Berman Bd LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherOct 29, 2024Jan 8, 2025 (71 d)
Evan BiglerVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 16, 2024Oct 21, 2024
Kenneth SpaffordMML Investors Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 9, 2024Dec 6, 2024 (58 d)
Xin HaoWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 8, 2024Dec 7, 2024 (60 d)
Natasha Melinda CooperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 4, 2024Oct 25, 2024
Alex BeckVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 2, 2024Oct 24, 2024
Nicole CopeAlly Invest Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherSep 30, 2024Dec 15, 2025 (441 d)
Marco Rashawn WilliamsJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 29, 2024Oct 24, 2024
Gregory Van ThorntonJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 26, 2024Oct 18, 2024
Arianna SternMoney Positive state registeredSchwab Wealth Advisory, Inc. no RAUMOtherSep 24, 2024Sep 15, 2025 (356 d)
Ana MasonFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 23, 2024Nov 11, 2024 (49 d)
Parker MartinezFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 23, 2024Aug 10, 2026 (686 d)
Serina ShyuLPL Financial LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 18, 2024Sep 30, 2024
Tracy McmackenVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 18, 2024Oct 24, 2024 (36 d)
Adam Kevin FosterAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 9, 2024Sep 19, 2024
Sarah Juliet NadiriHub Investment Partners, LLC mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherSep 6, 2024Sep 24, 2024
Steven Craig MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 5, 2024Jan 22, 2025 (139 d)
Craig Terence GordenAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 28, 2024Oct 24, 2024 (57 d)
Raymond Craig SchenkVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 27, 2024Apr 28, 2025 (244 d)
Jeffrey BurrellJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 27, 2024Aug 30, 2024
Page 5 of 15PreviousNext
869 moves match.