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

DISCIPLINE WEALTH SOLUTIONS, INC.

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 13, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 13, 1990

First registration

Dec 22, 2010

Dual registered

no

Other names

RENEE LYNN Bornschein

IAPD individual key

2080205

• Occurred

  Oct 24, 2024
  Advisor changed firm

  Renee Lynn Cuchetti left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2357b26d-7938-83cd-cd4c-df295784c88b

First observed

Dec 22, 2010

Last observed

Sep 15, 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.