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

POLLEY WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

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

Industry start

Nov 29, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 29, 1993

First registration

Mar 2, 2021

Dual registered

no

Other names

RON GREENE|RONNIE GREENE

IAPD individual key

2415370

• Occurred

  Aug 15, 2025
  Advisor changed firm

  Ronald Curtis Greene left Edelman Financial Engines for Polley Wealth Management Llc (registered 2025-08-13)

  Form ADVobserved 6 days ago
• Occurred

  Nov 15, 2023
  Advisor changed firm

  Ronald Curtis Greene left Polley Wealth Management Llc for Edelman Financial Engines (registered 2023-12-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e0d0660-0807-d3ba-4d28-742ddc0eab2e

First observed

Mar 2, 2021

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.