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.

872 moves
AdvisorFromToTypeLeftRegistered
Myles E HernandezSteward Partners Investment Advisory, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 14, 2022Mar 4, 2022
Rebecca Theresa SizeloveJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 6, 2022Mar 30, 2026 (1513 d)
Shea Lynn DershamWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 11, 2022Jan 24, 2022
Andrew Scott CocchiaVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 10, 2022Feb 3, 2022
Steven James MolinarioCetera Advisors LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 4, 2022Feb 9, 2022 (36 d)
Matthew Whitworth MartinAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 3, 2022Mar 10, 2022 (66 d)
Sasho SmileskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 2, 2022Aug 31, 2026 (1702 d)
Nathan E CarmanyWatermark Wealth Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2021Dec 26, 2023 (725 d)
Anna SimeWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 8, 2021Jan 10, 2022 (33 d)
Robert DuganVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 3, 2021Dec 17, 2021
Thomas M WarrenMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 3, 2021Jan 14, 2022 (42 d)
Robert George WackMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 3, 2021Feb 1, 2022 (60 d)
Vianny Carolina MinayaWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 18, 2021Dec 16, 2021
Lauren Michelle CookTruist Advisory Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 19, 2021Dec 2, 2021 (44 d)
Jonathan Adam GreeneEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherOct 15, 2021Dec 12, 2021 (58 d)
Omar Josue UruetaT. Rowe Price Advisory Services, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherOct 14, 2021Dec 16, 2021 (63 d)
Jason P LutseyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 7, 2021Dec 2, 2021 (56 d)
Jeffrey SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 6, 2021Dec 2, 2021 (57 d)
Megan Ann LaytonEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherOct 5, 2021Dec 16, 2021 (72 d)
Robert F JohnsonVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherOct 1, 2021Oct 8, 2021
Matthew S RefnerVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 24, 2021Nov 22, 2021 (59 d)
Johnnie William HarrisEdelman Financial Engines mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherSep 23, 2021Nov 30, 2021 (68 d)
Izabel Angelova AngelovaKestra Advisory Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 22, 2021Dec 3, 2021 (72 d)
Matthew Owen LangmackAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherSep 21, 2021Nov 4, 2021 (44 d)
Christopher Michael BurkeAe Wealth Management, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 3, 2021Oct 11, 2021 (38 d)
Amy Susan HippleAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherSep 2, 2021Apr 3, 2023 (578 d)
Yvonne JimenezFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 30, 2021Sep 22, 2021
Kieran Patrick LaveryKestra Advisory Services, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 30, 2021Oct 22, 2025 (1514 d)
Alexandra Ann HauerEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 26, 2021Sep 30, 2021 (35 d)
Tyler Justin WrightEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherAug 26, 2021Nov 1, 2021 (67 d)
Sean Patrick MoranUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 16, 2021Dec 17, 2021 (123 d)
Joseph A AbbottFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 16, 2021Dec 16, 2021 (122 d)
Sanel DuranovicTransamerica Retirement Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherAug 9, 2021Jul 30, 2025 (1451 d)
Mary H GoeselFacet independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 6, 2021Jun 18, 2025 (1412 d)
Pedro Campos MejoradoJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherAug 3, 2021Sep 2, 2025 (1491 d)
Cyrus Askari BaravatiTfo Family Office Partners independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 2, 2021Sep 8, 2021 (37 d)
Michael Thomas KulaskiEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherJul 27, 2021Sep 27, 2021 (62 d)
Jonathan SporsEmpower Advisory Group, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherJul 26, 2021Sep 9, 2021 (45 d)
Katie Jo RossForvis Mazars Wealth Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 26, 2021Sep 13, 2021 (49 d)
Ethan RivasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 20, 2021Jun 21, 2023 (701 d)
Douglas M GasserMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 20, 2021Oct 12, 2021 (84 d)
Ajmal HakeemiFirst Financial Wealth Management independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 15, 2021Jan 29, 2026 (1659 d)
Hir PatelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 15, 2021Sep 8, 2021 (55 d)
Brent Dean ClarkFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 9, 2021May 4, 2022 (299 d)
Mehdey Abdullah BakerMerit Financial Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 7, 2021Aug 10, 2021 (34 d)
Alex Matthew AvilaFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 7, 2021Jul 23, 2021
Jacqueline Anne De La ChapelleMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 30, 2021Oct 4, 2021 (96 d)
Spencer William KozmataRaymond James Financial Services Advisors, Inc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 29, 2021Aug 27, 2024 (1155 d)
Robert Edward SmithEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 29, 2021Jul 26, 2021
Sean M. LinderAllstate Financial Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 15, 2021Aug 12, 2021 (58 d)
Justin Adam LongfellowJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 14, 2021Jan 6, 2023 (571 d)
Daniel Evan ColluccioM&T Securities, Inc. unclassifiedSchwab Wealth Advisory, Inc. no RAUMOtherJun 9, 2021Dec 16, 2025 (1651 d)
Joshua David BraddyJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 8, 2021Aug 3, 2021 (56 d)
James Quinton MalmT. Rowe Price Advisory Services, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 7, 2021Jun 25, 2021
Kevin Scott HogueUBS Financial Services Inc. wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJun 4, 2021Jun 9, 2021
Derek Michael SchwartzCornerstone Advisors Asset Management, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2021Jun 22, 2021
John Bryan LoyEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2021Feb 24, 2026 (1727 d)
David J NewmanPark Avenue Securities LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2021Jul 14, 2021 (41 d)
Jessica SilvermanVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 1, 2021Jul 27, 2021 (56 d)
Jayme Ann CrossAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 27, 2021Jan 29, 2022 (247 d)
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