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
Eloy Jeremiah LealAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 14, 2023Jun 1, 2026 (1083 d)
Wanda Francia GrayVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 31, 2023Jun 28, 2023
Francesco AmatoSouth Lake Wealth Management, LLC unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherMay 30, 2023Jun 25, 2026 (1122 d)
Paul BromelkampFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 3, 2023Jul 24, 2025 (813 d)
Haider Salam YousifEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherMay 2, 2023Jun 5, 2023 (34 d)
Sarah Jane WalkinshawOsaic Wealth, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 18, 2023May 1, 2023
Todd Blanchard StockwellPolaris Wealth Advisory Group independent RIASchwab Wealth Advisory, Inc. no RAUMOtherApr 14, 2023Jun 26, 2023 (73 d)
Anne M SchwabBerger Financial Group independent RIASchwab Wealth Advisory, Inc. no RAUMOtherApr 7, 2023Sep 10, 2026 (1252 d)
Elton Ping Hei LaiWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 23, 2023Apr 18, 2023
Shawn GeorgeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 13, 2023Jul 10, 2024 (485 d)
Hannah TeschAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMar 9, 2023Jul 21, 2025 (865 d)
Walter Patrick GuilfoyleJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 28, 2023May 14, 2026 (1171 d)
Dean LouckaUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 31, 2023Sep 11, 2025 (954 d)
Jeffrey Royce WingerterCitigroup Global Markets Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 24, 2023Feb 6, 2023
Mathew Red Hawk ThomsenSummit Wealth Advocates, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 11, 2023Sep 8, 2026 (1336 d)
Andrew FellourisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 3, 2023Sep 7, 2025 (978 d)
Edward Pietro NicolaiJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 1, 2022Dec 14, 2022
Tina YeMML Investors Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 30, 2022Dec 5, 2022
Gabrielle Marie CorduanWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 17, 2022Dec 9, 2024 (753 d)
Grace GaabucayanVersant Capital Management, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 11, 2022Jun 7, 2023 (208 d)
Bryan AlzateMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 2, 2022Nov 21, 2022
Brian MiserlianCaptrust institutionalSchwab Wealth Advisory, Inc. no RAUMOtherOct 26, 2022Nov 28, 2022 (33 d)
John Parker CourierAssetmark, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 25, 2022Nov 4, 2022
Matthew DurrantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 26, 2022Oct 13, 2022
Craig MckinlayBlackrock Investment Management, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherSep 20, 2022Dec 15, 2025 (1182 d)
Archie Bartholomew GaitherNorthwestern Mutual Investment Services,LLC no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherSep 15, 2022Oct 25, 2022 (40 d)
Matthew Shreve CollierCrowdstreet Advisors, LLC mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherSep 13, 2022Dec 15, 2025 (1189 d)
Jacob Justin SchreerUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherSep 6, 2022Sep 19, 2022
Todd Jason JusticeMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 19, 2022Dec 16, 2025 (1215 d)
Carter BarrettCetera Investment Advisers LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 18, 2022Sep 27, 2022 (40 d)
John Peter ApplebyJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 16, 2022Oct 25, 2022 (70 d)
Nikolaos StathopoulosVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 16, 2022Aug 22, 2022
Jayson Scott SaccoAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 9, 2022Aug 8, 2025 (1095 d)
Conni Renee McewenJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 7, 2022Oct 2, 2022 (56 d)
Samantha Jo JarveyCambridge Investment Research Advisors, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 3, 2022Aug 29, 2022
Christine BoyceWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 26, 2022Aug 30, 2022 (35 d)
Jasmine Cherrelle LeeMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 19, 2022Sep 13, 2022 (56 d)
Ryan Michael SmigielskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 18, 2022Aug 4, 2022
Sean Reid FlynnRaymond James Financial Services Advisors, Inc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 7, 2022Dec 16, 2025 (1258 d)
James Scott HassellFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 4, 2022Jul 20, 2022
Terrance Lemar HayesFirst Command Advisory Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 27, 2022Oct 21, 2025 (1212 d)
Irvin Ed CartagenaJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 24, 2022Jul 29, 2022 (35 d)
Martin Louis CzerwonkaUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 21, 2022Dec 26, 2023 (553 d)
Joshua Michael RothCetera Advisors LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 17, 2022Aug 10, 2022 (54 d)
William James O'NeilVoya Financial Advisors, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 16, 2022Nov 10, 2022 (147 d)
Sean CampbellVersant Capital Management, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 13, 2022Aug 8, 2022 (56 d)
Jay Allan BendeskyProshare Advisors LLC asset managerSchwab Wealth Advisory, Inc. no RAUMOtherJun 7, 2022Dec 15, 2025 (1287 d)
Christian Davis McentireJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 24, 2022Aug 13, 2022 (81 d)
Brian Christopher HughesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 20, 2022Jul 26, 2022 (67 d)
Denis Ezekiel CroninRaymond James Financial Services Advisors, Inc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 17, 2022Jul 22, 2022 (66 d)
Jarrod Taylor BrooksherFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 17, 2022Jul 22, 2022 (66 d)
Alexandria Mejia ReyesJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 6, 2022Jan 13, 2026 (1348 d)
Eric Chiyao ChangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 27, 2022May 5, 2022
Jay DittyJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 12, 2022Apr 18, 2022
Manuel Alejandro CruzRaymond James & Associates, Inc. national BDSchwab Wealth Advisory, Inc. no RAUMOtherApr 8, 2022Apr 26, 2022
Livan Miguel GomezWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 8, 2022Apr 19, 2022
Joseph Ryan LedbetterFortitude Private Wealth independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 30, 2022Jun 29, 2022 (91 d)
Anuar Heneide MondragonWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 22, 2022Jun 2, 2022 (72 d)
Jeanine Liane BorgerVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 24, 2022Mar 23, 2022
Hajrudin RastoderWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 16, 2022Mar 23, 2022 (35 d)
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872 moves match.