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

POLARIS INVESTMENT ADVISORS, 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

Jan 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S66

First exam

Oct 26, 2007

First registration

Feb 10, 2016

Dual registered

no

IAPD individual key

4296689

• Occurred

  May 31, 2023
  Advisor changed firm

  Robert Earle Whitney left Polaris Advisors, Llc for Polaris Investment Advisors, Llc (registered 2023-04-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2c5bcc35-0784-b2f2-c1f8-ca0780f10e72

First observed

Feb 10, 2016

Last observed

Sep 15, 2026 4 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.