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

EXPONENT WEALTH

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Aug 7, 2020

First registration

Oct 14, 2020

Dual registered

no

Other names

Joe William Adair|Joseph W Adair

IAPD individual key

7069793

• Occurred

  Feb 10, 2026
  Advisor changed firm

  Joseph William Adair left Diversify Wealth Management, Llc for Exponent Wealth (registered 2026-02-11)

  Form ADVobserved 3 days ago
• Occurred

  Jul 16, 2024
  Advisor changed firm

  Joseph William Adair left Caliber Wealth Management, Llc for Diversify Wealth Management, Llc (registered 2024-03-27)

  Form ADVobserved 3 days ago
• Occurred

  Aug 23, 2022
  Advisor changed firm

  Joseph William Adair left Teton Wealth Group Llc for Caliber Wealth Management, Llc (registered 2022-09-08)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:006352ad-69e0-e904-e286-12f9386825ca

First observed

Oct 14, 2020

Last observed

Sep 14, 2026 5 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.