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

COVENANT 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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 5, 2022

First registration

Jan 9, 2023

Dual registered

no

IAPD individual key

6511146

• Occurred

  Sep 2, 2025
  Advisor changed firm

  Anthony Mark Castaldi left Concentric for Covenant Wealth Advisors (registered 2025-09-05)

  Form ADVobserved 4 days ago
• Occurred

  May 1, 2024
  Advisor changed firm

  Anthony Mark Castaldi left Acorn Financial Advisory Services, Inc. for Concentric (registered 2024-05-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2c8c5d0e-6253-e725-3994-e9712d21a4c0

First observed

Jan 9, 2023

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.