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RIA / WealthAdvisorCertified Financial Planner16 years in industry

CAROLYN ANN MASLINE

Advisor at CAREGEN WEALTH MANAGEMENT

SAN MATEO, CA

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Search this name across graphsid dfx:ria:0b87bc0a-7b05-e26e-d742-4dc0d279acf4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAREGEN WEALTH MANAGEMENT
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: Apr 26, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Apr 26, 2010
Dual registered: no
Other names: CAROLYN PAUKSTIS|CAROLYN A MASLINE
IAPD individual key: 5166131

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAREGEN WEALTH MANAGEMENT	Independent wealth	Jan 1, 2025	n/a	yes	SAN MATEO, CA	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Aug 1, 2019	Jun 29, 2021	no	LOS ALTOS, CA	Previous registration
ADERO PARTNERS, LLC	Former SEC adviser	Aug 14, 2018	Jun 24, 2019	no	Palo Alto, CA	Previous registration
VISTA WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 20, 2011	Aug 13, 2018	no	EAST PALO ALTO, CA\|San Francisco, CA	Previous registration
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC	Former SEC adviser	Apr 26, 2010	Mar 22, 2011	no	SAN MATEO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED CAPITAL FINANCIAL ADVISORS	CAREGEN WEALTH MANAGEMENT	Jun 29, 2021	Jan 1, 2025	1,282	Firm change after gap	Ibd to RIA
ADERO PARTNERS, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Jun 24, 2019	Aug 1, 2019	38	Firm change	RIA to RIA
VISTA WEALTH MANAGEMENT, LLC	ADERO PARTNERS, LLC	Aug 13, 2018	Aug 14, 2018	1	Firm change	RIA to new firm
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC	VISTA WEALTH MANAGEMENT, LLC	Mar 22, 2011	Apr 20, 2011	29	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110252:297808:CA:2018-08-13	Aug 13, 2018	Aug 14, 2018	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (5)

→ CAREGEN WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2019 to Jun 29, 2021factForm ADV
→ ADERO PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 14, 2018 to Jun 24, 2019factForm ADV
→ VISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2011 to Aug 13, 2018factForm ADV
→ SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLCRegistered adviserregistration: previous registration
Apr 26, 2010 to Mar 22, 2011factForm ADV

Dated events

No dated event names this entity yet.