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

SUNNYBRANCH WEALTH LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

Exams

S63

First exam

Apr 27, 2023

First registration

Sep 4, 2024

Dual registered

no

IAPD individual key

7566850

• Occurred

  Apr 1, 2026
  Advisor changed firm

  Talia Rose Calhoun left Corient for Sunnybranch Wealth Llc (registered 2026-04-27)

  Form ADVobserved 4 days ago
• Occurred

  Aug 12, 2025
  Advisor changed firm

  Talia Rose Calhoun left Raymond James Financial Services Advisors, Inc for Corient (registered 2025-08-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:314a36df-40d7-187a-0c0e-e6154ded4b13

First observed

Sep 4, 2024

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.