ADVISER MOVES

Damianos Mylonas's record lists a Schwab affiliation; 37 affiliation changes

A registration observation dated November 9 lists Mylonas with Charles Schwab & Co., Inc. The full count covers affiliation records observed that day, not verified job moves.

By Maya Chen··1 min read

Damianos Mylonas's registration observation lists an affiliation with Charles Schwab & Co., Inc., with an approved Virginia registration shown as of November 8, 2026. The observation was made November 9, 2026. These affiliation records describe what registrations list; they do not establish a hire, departure or current employment status.

The complete count for November 9 was 37 affiliation changes: 11 added, 22 updated and four removed. Those labels count affiliation records, not verified job moves. In one updated record, Robert A. Snyder's registration continued to list J.P. Morgan Securities LLC but no longer included its Centennial, Colorado, branch. In a removed record, Kent A. Miiller's registration observation no longer listed an affiliation with Schwab Wealth Advisory, Inc.; that does not establish that he left the firm.

Adviser affiliation records

The appendix lists all 37 affiliation records on 11/09/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 1–25 of 37. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Aaron B. Stein714087711/09/2026added
Aaron B. Stein714087711/09/2026added
Aashish Bhattarai745301211/09/2026updated
Benjamin H. Kennedy729226611/09/2026added
Brande N. Coleman659365411/09/2026added
Cristian M. Santiago798039311/09/2026updated
Damianos Mylonas793764811/09/2026added
David A. Simpson326565011/09/2026updated
Don C. Leander103178011/09/2026updated
Jacqueline Mekhail682775411/09/2026updated
John E. Seel175969811/09/2026updated
Jonah S. While750135511/09/2026added
Juliana Yoon443974911/09/2026updated
Kenneth R. Surick545786011/09/2026updated
Kent A. Miiller680645711/09/2026removed
Kyle Broin619613611/09/2026updated
Lauren A. Bacon420264011/09/2026added
Leonel A. Jacquez-Bojorquez704762611/09/2026updated
Loren S. Peters318211411/09/2026updated
Lubna N. Washington739046811/09/2026updated
Mehmed Suta674343911/09/2026removed
Michael P. McNicholas419974511/09/2026updated
Oliver D. H. Estrada711168811/09/2026added
Patricia A. Proudman688955311/09/2026updated
Patrick Gaynor499193611/09/2026updated

Download data (CSV)

Sources