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

&PARTNERS

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

Jun 23, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Jun 23, 2014

First registration

Mar 27, 2019

Dual registered

yes, broker-dealer

Other names

MARCI RIDDELL|MARCI LAUREN RIDDELL

IAPD individual key

6349573

• Occurred

  Mar 16, 2026
  Advisor changed firm

  Marci Holden left Wells Fargo Advisors for &Partners (registered 2026-03-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1c452bd7-6b3a-dc7a-e19f-b13e1b2c6d2b

First observed

Mar 27, 2019

Last observed

Sep 15, 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.