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

ADVICE AND PLANNING SERVICES

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

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 27, 2024

First registration

Apr 15, 2024

Dual registered

yes, broker-dealer

Other names

DYLAN COE|DYLAN JACKSON COE|DYLAN J. COE

IAPD individual key

7657169

• Occurred

  Aug 26, 2026
  Advisor changed firm

  Dylan Jackson Coe left Wells Fargo Advisors for Advice And Planning Services (registered 2026-09-09)

  Form ADVobserved 4 days ago
• Occurred

  Oct 24, 2024
  Advisor changed firm

  Dylan Jackson Coe left Defender Capital for Wells Fargo Advisors (registered 2025-01-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:08ece1ba-4f7d-c586-21f2-42e32338eb90

First observed

Apr 15, 2024

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.