ADVISER MOVES

Micheal W. Minnich is listed at Schwab; 1,060 affiliation changes

A registration observation on October 13, 2026, lists Minnich with Charles Schwab & Co., Inc. The full-day count covers affiliation records, not verified job moves.

By Maya Chen··1 min read

A registration observation dated October 13, 2026, lists Micheal W. Minnich with Charles Schwab & Co., Inc., in Omaha, Nebraska. The affiliation entry is not proof of a job move: these counts describe registration records, not verified employment changes.

The complete count for October 13 was 1,060 affiliation changes. Of those, 200 were categorized as added, 802 as updated and 58 as removed; these are counts of affiliation records, not changes in registration status. A removed affiliation means the registration record no longer showed that affiliation, not that an adviser left a firm.

Adviser affiliation records

The appendix lists all 1,060 affiliation records on 10/13/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 801–825 of 1060. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Patricia R. Monilaws407077310/13/2026updated
Patrick D. Cohen777503510/13/2026updated
Patrick G. Heller212308310/13/2026updated
Patrick L. Smith470273510/13/2026updated
Patrick S. V. Pelt224555310/13/2026updated
Patrick Weinert731696910/13/2026updated
Paul A. Franco247644410/13/2026updated
Paul B. Plesser163301310/13/2026updated
Paul B. Shockley185568210/13/2026updated
Paul Kandel570283210/13/2026updated
Paul R. Favours II247427810/13/2026updated
Paul R. Staples835510810/13/2026added
Pedro A. Guerrero748417210/13/2026updated
Peter A. Schallmoser297433910/13/2026updated
Peter C. Lanigan592723110/13/2026updated
Peter F. Forbes166621410/13/2026updated
Peter Holm772199710/13/2026updated
Peter J. Kumar461402710/13/2026updated
Peter Levine402234510/13/2026updated
Philip J. Kehoe575973710/13/2026removed
Philip Lowe689283310/13/2026updated
Phillip S. Mahoney148277410/13/2026updated
Phoebe S. S. Oh761571310/13/2026added
Pranav Garikapati831998910/13/2026updated
Quinn S. Schafer821949710/13/2026added

Download data (CSV)

Sources