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 firm

TRICA WEALTH PLANNING, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

May 28, 2020

First registration

Jun 24, 2020

Dual registered

no

Other names

Taylor Thorne Zachary

IAPD individual key

7263775

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Zachary Thorne Taylor left West Ridge Advisors for Trica Wealth Planning, Llc (registered 2026-03-20)

  Form ADVobserved 6 days ago
• Occurred

  Mar 20, 2025
  Advisor changed firm

  Zachary Thorne Taylor left Arista Wealth Management, Llc for West Ridge Advisors (registered 2025-03-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:002d5edd-ea68-ee53-9e71-d77877866902

First observed

Jun 24, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

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.