DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Schwab Wealth Advisory, Inc.

872 moves
AdvisorFromToTypeLeftRegistered
Michael Daniel CioccaLPL Financial LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 24, 2021Jul 6, 2021 (43 d)
Ashley Rebecca ParriottVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 21, 2021May 17, 2021
John Allen LindellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 21, 2021Jul 1, 2021 (41 d)
Matthew Aldrich StangeRaymond James Financial Services Advisors, Inc BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 20, 2021Jun 3, 2021
Jason Lance PriceWells Fargo Advisors wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 19, 2021Nov 12, 2025 (1638 d)
Ryan QuinnKeeney Financial Group Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMay 14, 2021Apr 29, 2025 (1446 d)
Everett Matthew JohnsonJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 14, 2021Jan 3, 2023 (599 d)
Vanessa TaveraMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMay 10, 2021Jun 14, 2021 (35 d)
Brian Todd FoxEmpower Advisory Group, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherMay 7, 2021Aug 4, 2021 (89 d)
Terrence Michael JoebchenEmpower Advisory Group, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherMay 7, 2021Jun 24, 2021 (48 d)
Steve StevensSagepoint Financial, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 5, 2021Aug 18, 2021 (105 d)
Tyrone RiversFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMay 5, 2021Jun 3, 2021
Matthew AkersCuna Brokerage Services, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 29, 2021Jun 28, 2021 (60 d)
Idaliz Diaz GodineauxJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 27, 2021Jul 12, 2021 (76 d)
Tyler A BollaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherApr 19, 2021Jun 16, 2021 (58 d)
Carlos Gabriel Solano MonestelCitigroup Global Markets Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherApr 1, 2021May 25, 2021 (54 d)
Seth Connor RadlerMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 31, 2021Sep 11, 2025 (1625 d)
Jennifer A Fanelli-ZastrowAmeriprise Financial Services, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherMar 30, 2021Apr 20, 2021
James Ryan AshbridgeAviance Capital Partners LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 30, 2021Nov 2, 2021 (217 d)
Sarah VitoFirst Command Advisory Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 17, 2021Jul 26, 2021 (131 d)
Samantha Angelina MartinezT. Rowe Price Advisory Services, Inc. independent RIASchwab Wealth Advisory, Inc. no RAUMOtherMar 15, 2021Mar 31, 2021
Christopher Carl BlohmJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherMar 1, 2021Mar 12, 2021
Michalis Dimitri KritikosAllstate Financial Advisors, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherMar 1, 2021Dec 10, 2024 (1380 d)
Ellery SegebartFacet independent RIASchwab Wealth Advisory, Inc. no RAUMOtherFeb 24, 2021Mar 16, 2021
Melissa Mae OconnellJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherFeb 19, 2021Jun 3, 2021 (104 d)
Hussein ElgoharyCwm, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 11, 2021Apr 2, 2021 (50 d)
Brett Richard PolzinEquitable Advisors, LLC national BDSchwab Wealth Advisory, Inc. no RAUMOtherFeb 8, 2021Apr 1, 2021 (52 d)
Andrew Armstrong ScottFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherFeb 3, 2021Sep 24, 2021 (233 d)
Christopher J HowardEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherJan 27, 2021Mar 8, 2021 (40 d)
Brendan Corey HefterAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 25, 2021Mar 2, 2021 (36 d)
Timothy John AnthonyMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJan 21, 2021Apr 22, 2021 (91 d)
Anthony D LeePruco Securities, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJan 12, 2021Mar 10, 2021 (57 d)
James P BlaineTd Ameritrade, Inc. no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherDec 31, 2020Jan 12, 2021
Jonathan Carl CrosbyRfg Advisory, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherDec 22, 2020Oct 25, 2021 (307 d)
Jigisha Ketan BengaliMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherDec 20, 2020Dec 15, 2025 (1821 d)
Joshua Michael GilbertValeo Financial Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherDec 9, 2020Feb 19, 2021 (72 d)
Susan S BisharaHsbc Securities (USA) Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherDec 4, 2020Dec 18, 2020
Brendon John PetersPnc Wealth Management BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 25, 2020Dec 16, 2020
Adam KlopfensteinFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 20, 2020Oct 5, 2022 (684 d)
Sarah Kelsey PhamAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 17, 2020Jan 13, 2021 (57 d)
Laura A HerlAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Jun 28, 2022 (592 d)
Leslie Ann MorganAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Sep 9, 2021 (300 d)
Yusuf Mohamed BondaeAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Dec 18, 2020 (35 d)
Michael Joseph GrimmAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Dec 7, 2020
Channing Elizabeth LongmanFidelity Personal And Workplace Advisors BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Mar 1, 2021 (108 d)
Rodney NicholsonAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherNov 13, 2020Feb 10, 2026 (1915 d)
Victoria Elizabeth De OliveiraJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherNov 12, 2020Dec 10, 2020
Sean Michael WolfeJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 29, 2020Nov 27, 2020
Charles Joseph ReyesMorgan Stanley wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 29, 2020Dec 1, 2020 (33 d)
Troy Michael KlunkEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherOct 16, 2020Mar 19, 2021 (154 d)
Brandon Paul Sudo CepedaJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherOct 8, 2020Mar 4, 2021 (147 d)
Lucie Roxanne Gabriel LortzEdward Jones national BDSchwab Wealth Advisory, Inc. no RAUMOtherSep 25, 2020Mar 2, 2023 (888 d)
David Allen CornellFisher Investments independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 27, 2020Jul 8, 2021 (315 d)
Christopher David LordUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJul 30, 2020Aug 5, 2021 (371 d)
Gabriel GurauUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJul 30, 2020Aug 4, 2022 (735 d)
Chandler Joseph CrespinAdvice And Planning Services BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 17, 2020Dec 27, 2023 (1258 d)
David ZunigaUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJul 10, 2020Dec 16, 2025 (1985 d)
Kelly Oliver JohnsonFacet independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 22, 2020Mar 31, 2022 (647 d)
Patricia J HoldmanVanguard Advisers, Inc. BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 19, 2020Jul 31, 2020 (42 d)
Shane Tyler MontejanoBancwest Investment Services, Inc. (Bwis) BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 18, 2020Jul 22, 2025 (1860 d)
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