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

BALL 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

Apr 18, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Apr 18, 1994

Dual registered

no

Other names

JULIAN CHRISTOPHER BALL

IAPD individual key

2456241

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09284093-4385-9794-15b7-b3d7745832e4

First observed

Apr 18, 1994

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.