This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current roles

0

Past roles

1

Attributed transactions

0

Confirmed attributions

0

Board seats

0

• Occurred

  Jul 23, 2024
  Person left

  A••• C••••••• N••••••••• (Partner) no longer on Schedule A of Re-Envision Wealth

  Re-Envision WealthForm ADVobserved 8 days ago
• Occurred

  Oct 1, 2022
  Person joined

  A••• C••••••• N••••••••• joined Schedule A of Re-Envision Wealth as Partner

  Re-Envision WealthForm ADVobserved 8 days ago

Graph

Private Equity

Canonical id

dfx:pe:2d3d02fb-b736-4ff7-8219-c3a501062b98

First observed

n/a

Last observed

Sep 13, 2026 8 days ago

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.