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

TITLETOWN WEALTH MANAGEMENT, 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

Dec 15, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 15, 2004

First registration

Apr 21, 2008

Dual registered

no

Other names

ADAM GAFNER

IAPD individual key

4876791

• Occurred

  Jan 14, 2026
  Advisor departed, no destination yet

  Adam David Gafner no longer registered at Conceptual Financial Advisors, Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:23cfbb01-14ac-8497-61c8-c819d8153f71

First observed

Apr 21, 2008

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.