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
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
Jessica June MayfieldTruist Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 20, 2024Sep 6, 2024
Evan James AllvordVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 14, 2024Aug 31, 2026 (747 d)
Seth Decarlo WashingtonFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 13, 2024Oct 17, 2024 (65 d)
George MorakisVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 8, 2024Aug 27, 2024
Cameron Clark GrableVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 7, 2024Nov 7, 2024 (92 d)
Daniel PotockiEmpower Advisory Group, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 6, 2024Sep 16, 2024 (41 d)
Matthew JacksonVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 31, 2024Apr 16, 2026 (624 d)
Richard Alexander KeiserFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 30, 2024Aug 23, 2024
Nelson DumeCitigroup Global Markets Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 26, 2024Aug 29, 2024 (34 d)
Christopher Huntington JohnsonMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 23, 2024Aug 26, 2024 (34 d)
Aubrey Jean SochaCapital Advisors, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 23, 2024Jul 30, 2024
Todd Ross EdwardsEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 23, 2024Aug 29, 2024 (37 d)
Aniyah Christal-Rose GibbsFlorida Financial Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 19, 2024Feb 26, 2025 (222 d)
Jonathan Thomas PeckronLPL Financial LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 18, 2024Jul 30, 2024
Gerardo CalderonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 8, 2024Jul 14, 2024
Stephanie LopezJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 2, 2024Jul 26, 2024
Susan HallRBC Capital Markets, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 17, 2024Dec 15, 2025 (546 d)
Jason Darnell EdwardsVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 7, 2024Jun 13, 2024
Brett Richard BillensteinAlly Invest Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2024Aug 29, 2025 (452 d)
Alexis Mcmullin StasieJ. W. Cole Advisors, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 13, 2024Jun 6, 2024
Emanuel Candelario PadillaOsaic Fs, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 7, 2024Jul 9, 2024 (63 d)
Nicholas James HarperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 2, 2024Mar 13, 2026 (680 d)
Leland KrausFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 23, 2024Jul 10, 2024 (78 d)
Edwin RicardoTd Private Client Wealth LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 19, 2024Jun 9, 2025 (416 d)
Thomas BuckmanVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 16, 2024Apr 18, 2024
Sebastian Galindo SosaVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 11, 2024Sep 10, 2026 (882 d)
Daniela Sierra CastanedaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 9, 2024Apr 17, 2024
Victoria Anne WoodFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 8, 2024Apr 25, 2024
Evgeniya KomarovaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 5, 2024Apr 11, 2024
Michen SirleafCliftonlarsonallen Wealth Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 3, 2024Jun 12, 2024 (70 d)
Jamal VinsonMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 2, 2024Jul 29, 2025 (483 d)
Scott Vincent CheoOptimize Financial Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 28, 2024Mar 27, 2024
Neil FredericksonMML Investors Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 27, 2024Jun 26, 2025 (456 d)
Maria Ann SchusterRockefeller Capital Management BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 19, 2024Jul 28, 2025 (496 d)
Malka AlzayaniFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 19, 2024Apr 11, 2024
Andrew James BrownMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 8, 2024Jan 28, 2026 (691 d)
Elise GidaroVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 7, 2024Mar 25, 2024
Bailey BurkeVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 7, 2024Mar 20, 2024
Michelle Marie AquinoTurning Point Financial independent RIASchwab Wealth Advisory, Inc. no RAUMOtherFeb 29, 2024Mar 26, 2024
Kyle Brady-LuskPruco Securities, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 29, 2024Mar 13, 2024
Christopher Brian BuckleyFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 21, 2024Mar 19, 2024
Allison Marie MalcolmNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherFeb 12, 2024May 31, 2024 (109 d)
Taylor ThompsonVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 24, 2024Jan 30, 2024
Eduardo Antonio MontielWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 24, 2024Feb 16, 2024
Michael TanneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 10, 2024Dec 15, 2025 (705 d)
Amanda LeglerSym Financial Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 9, 2024Mar 26, 2024 (77 d)
Rey Jiovanni CamachoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 27, 2023Mar 2, 2026 (796 d)
Jacquelyn ColemanNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherNov 9, 2023Feb 26, 2026 (840 d)
Joanna Westhafer PetersVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 3, 2023Nov 17, 2023
Aaron TuckerColdstream Wealth Management independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 3, 2023Jun 4, 2025 (579 d)
Justin Lee FreeMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 22, 2023Sep 18, 2023
Charles BevanWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 22, 2023Aug 5, 2026 (1048 d)
Robert MainzFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 8, 2023Sep 22, 2023
Michael Stephen MuldoonLegacy Wealth Management Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 31, 2023Feb 13, 2024 (166 d)
Benardo RichardsonTruist Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 14, 2023Sep 1, 2023
Rebecca Jean RuvoloVoya Financial Advisors, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 27, 2023Aug 14, 2023
Rachel Marie ReisAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 7, 2023Aug 27, 2025 (782 d)
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872 moves match.