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

PROVENANCE WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

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

Industry start

Feb 6, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 5, 2007

First registration

Feb 6, 1987

Dual registered

yes, broker-dealer

IAPD individual key

1144119

• Occurred

  Aug 25, 2023
  Advisor changed firm

  Donna Sue Santangelo left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2023-09-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:08593411-b810-929c-a70b-a0584bef9ba2

First observed

Feb 6, 1987

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.