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

ALIGN FINANCIAL ADVISORS, LLC

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 1, 2024

First registration

Sep 6, 2024

Dual registered

no

Other names

JEANNENE MARTIN

IAPD individual key

7977600

• Occurred

  Oct 21, 2024
  Advisor changed firm

  Karla Jeannene Martin left Wheat Givens Financial, Llc for Align Financial Advisors, Llc (registered 2024-12-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21526023-6c18-3496-14a4-e014aa6dcc88

First observed

Sep 6, 2024

Last observed

Sep 14, 2026 5 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.