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RIA / WealthAdvisorChartered Financial Consultant10 years in industry

DAREK KOLEDA

Advisor at PINE VALLEY INVESTMENTS

MARLTON, NJ

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Search this name across graphsid dfx:ria:2e495efc-dc60-b8ab-3b4c-40e0c839eece

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINE VALLEY INVESTMENTS
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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
First registration: Nov 14, 2017
Dual registered: no
IAPD individual key: 6623612

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINE VALLEY INVESTMENTS	Independent wealth	Nov 10, 2022	n/a	yes	MARLTON, NJ	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 21, 2021	Sep 23, 2022	no	Turnersville, NJ	Previous registration
KOLEDA WEALTH PLANNERS LLC	n/a	Jan 14, 2021	Sep 30, 2021	no	TURNERSVILLE, NJ	Previous registration
LANE HIPPLE - WEALTH MANAGEMENT GROUP	Former SEC adviser	Nov 14, 2017	Dec 3, 2020	no	MOORESTOWN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	PINE VALLEY INVESTMENTS	Sep 23, 2022	Nov 10, 2022	48	Firm change	Ibd to RIA
KOLEDA WEALTH PLANNERS LLC	AVANTAX ADVISORY SERVICES	Sep 30, 2021	Oct 21, 2021	21	Firm change	Other
LANE HIPPLE - WEALTH MANAGEMENT GROUP	KOLEDA WEALTH PLANNERS LLC	Dec 3, 2020	Jan 14, 2021	42	Firm change	Other

Relationships

Registered with (4)

→ PINE VALLEY INVESTMENTSRegistered adviserregistration: current employment
Nov 10, 2022 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 21, 2021 to Sep 23, 2022factForm ADV
→ KOLEDA WEALTH PLANNERS LLCRegistered adviserregistration: previous registration
Jan 14, 2021 to Sep 30, 2021factForm ADV
→ LANE HIPPLE - WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Nov 14, 2017 to Dec 3, 2020factForm ADV

Dated events

Occurred
Sep 23, 2022
Advisor changed firm
Darek Koleda left Avantax Advisory Services for Pine Valley Investments (registered 2022-11-10)
Form ADVobserved 4 days ago