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

THREE ARCH 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

Jul 18, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 18, 2005

First registration

Jul 20, 2005

Dual registered

no

Other names

BECKY VASQUEZ|BECKY REES VASQUEZ|BECKY R. VASQUEZ

IAPD individual key

2554231

• Occurred

  Jan 10, 2025
  Advisor changed firm

  Becky Rees Vasquez left Index Fund Advisors, Inc. for Three Arch Wealth Management Llc (registered 2025-01-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:131dfc47-493b-50ae-c159-0ced6aface16

First observed

Jul 20, 2005

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.