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

ALTERA PRIVATE ACCESS, LLC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 2, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 2, 1992

First registration

Jan 2, 1998

Dual registered

no

IAPD individual key

2212568

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1aa6502d-9c54-e7fa-07ca-f4b93a73e19c

First observed

Jan 2, 1998

Last observed

Sep 14, 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.