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

WHICKER 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

Sep 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

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst

Exams

S65

First exam

May 21, 2019

First registration

May 21, 2019

Dual registered

no

Other names

Greg Whicker

IAPD individual key

7080804

• Occurred

  Mar 6, 2026
  Advisor changed firm

  Gregory Allen Whicker left Lji Wealth Management, Llc for Whicker Wealth Management, Llc (registered 2026-03-04)

  Form ADVobserved 6 days ago
• Occurred

  Jul 29, 2022
  Advisor changed firm

  Gregory Allen Whicker left Denali Wealth Management Advisors, Llc for Lji Wealth Management, Llc (registered 2022-08-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:085b04ed-6a5a-5e03-5cc7-919f36242dc2

First observed

May 21, 2019

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.