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

PLATFORM WEALTH ADVISORS

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

Jun 14, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jun 14, 2004

First registration

Nov 2, 2011

Dual registered

no

Other names

PAUL KEVIN MANNION|PAUL K MANNION

IAPD individual key

4764558

• Occurred

  Apr 2, 2024
  Advisor changed firm

  Paul Kevin Mannion left Walpole Financial Advisors, Llc for Platform Wealth Advisors (registered 2024-04-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:292a2eaf-10aa-d79f-622c-ac58bfd04f16

First observed

Nov 2, 2011

Last observed

Sep 14, 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.