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

DUNBAR ASSOCIATES, LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jun 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 31, 2009

First registration

Mar 8, 2021

Dual registered

yes, broker-dealer

Other names

MICHELLE DUNBAR

IAPD individual key

5671270

• Occurred

  Jul 9, 2026
  Advisor changed firm

  Michele Kristine Dunbar left Lpl Financial Llc for Dunbar Associates, Llc (registered 2026-07-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1bb2451b-92a7-18a7-bc1f-896bd9f22f4c

First observed

Mar 8, 2021

Last observed

Sep 14, 2026 6 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.