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

CAISSA WEALTH STRATEGIES

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

Apr 29, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66|S63

First exam

Apr 29, 2009

First registration

Aug 1, 2014

Dual registered

no

Other names

MERISSA J PERKINS|MERISSA BUDD

IAPD individual key

5634034

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29dff6cf-f678-33f4-eade-06924cb62d9f

First observed

Aug 1, 2014

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.