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

HOLISTIC 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

Sep 20, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Sep 20, 2000

First registration

Mar 6, 2007

Dual registered

yes, broker-dealer

Other names

GARY DRAKE

IAPD individual key

4197428

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2c61b62e-0c54-d43f-670b-2365861df36a

First observed

Mar 6, 2007

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.