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

HOLISTIC WEALTH ADVISORS

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

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 8, 2021

First registration

Jul 12, 2021

Dual registered

yes, broker-dealer

Other names

Candace M Kowalski

IAPD individual key

7347716

• Occurred

  Jun 17, 2026
  Advisor changed firm

  Candace M Gregory left Morgan Stanley for Holistic Wealth Advisors (registered 2026-09-03)

  Form ADVobserved 6 days ago
• Occurred

  Feb 28, 2025
  Advisor changed firm

  Candace M Gregory left Goldman Sachs Wealth Services, L.P. for Morgan Stanley (registered 2026-04-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13bcd4e7-0f56-6931-d758-6dd76a0da5ba

First observed

Jul 12, 2021

Last observed

Sep 14, 2026 7 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.