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

TWIN ARBOR WEALTH MANAGEMENT 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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 16, 2024

First registration

Oct 1, 2016

Dual registered

no

Other names

ED ANDERSON|Edward J Anderson

IAPD individual key

6712957

• Occurred

  Jun 18, 2026
  Advisor changed firm

  Edward John Anderson left Winter & Associates, Inc. for Twin Arbor Wealth Management Llc (registered 2026-06-02)

  Form ADVobserved 4 days ago
• Occurred

  Mar 7, 2025
  Advisor changed firm

  Edward John Anderson left United Planners' Financial Services Of America A Limited Partner for Winter & Associates, Inc. (registered 2025-03-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:03b6d592-d4cb-c6d2-4862-5fd9ec627375

First observed

Oct 1, 2016

Last observed

Sep 14, 2026 6 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.