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

BALLAST FINANCIAL ADVISORS, 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

Apr 13, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Apr 13, 1995

First registration

Nov 14, 2003

Dual registered

no

Other names

DAN MCHUGH|DANIEL PATRICK MCHUGH|DANIEL PATRICK MC HUGH

IAPD individual key

2578755

• Occurred

  Aug 11, 2022
  Advisor departed, no destination yet

  Daniel Patrick Mchugh no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13122655-0758-d20a-e867-ef8907453037

First observed

Nov 14, 2003

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.