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

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66

First exam

Nov 30, 2019

First registration

Jun 16, 2020

Dual registered

no

Other names

Jacob Weston

IAPD individual key

6721225

• Occurred

  Jun 16, 2022
  Advisor changed firm

  Jacob Randall Weston left Mml Investors Services, Llc for Aligne Wealth Advisors Investment Management (Awaim) (registered 2022-06-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d208a29-decc-5dec-14e4-d1cc797d7d45

First observed

Jun 16, 2020

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.