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

ADAPT WEALTH ADVISORS, LLC

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

Jul 29, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Jul 29, 1998

First registration

Mar 19, 2003

Dual registered

yes, broker-dealer

IAPD individual key

3086472

• Occurred

  Feb 16, 2024
  Advisor changed firm

  Jake Thomas Bryant left Ameriprise Financial Services, Llc for Adapt Wealth Advisors, Llc (registered 2024-02-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d4c404a-d9f3-b463-e1cb-3c45fcc89bff

First observed

Mar 19, 2003

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.