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

VANGUARD ADVISERS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jul 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

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jan 12, 2017

First registration

Oct 12, 2020

Dual registered

yes, broker-dealer

Other names

COURTNEY GOODWIN|COURTNEY LYNN GOODWIN

IAPD individual key

6734284

• Occurred

  Apr 16, 2026
  Advisor changed firm

  Courtney Lynn Goodwin left Strategic Advisers Llc for Vanguard Advisers, Inc. (registered 2026-05-27)

  Form ADVobserved 4 days ago
• Occurred

  Jul 25, 2025
  Advisor changed firm

  Courtney Lynn Goodwin left Vanguard Advisers, Inc. for Strategic Advisers Llc (registered 2026-03-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:02529a40-b206-5cff-ec65-df4097af9767

First observed

Oct 12, 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.