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

VAN CLEMENS WEALTH MANAGEMENT, LLC

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

Nov 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Sep 30, 2019

First registration

Oct 1, 2019

Dual registered

yes, broker-dealer

Other names

Steve Qiao

IAPD individual key

7123045

• Occurred

  Sep 27, 2024
  Advisor changed firm

  Wei Qiao left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Van Clemens Wealth Management, Llc (registered 2024-09-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b8bbb63-d4cb-bb0e-b92c-2300e31b6153

First observed

Oct 1, 2019

Last observed

Sep 15, 2026 4 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.