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

PIVOTAL WEALTH AND TAX

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Exams

S65|S63

First exam

Mar 29, 2019

First registration

Jul 17, 2019

Dual registered

no

Other names

Aikan Robert Major

IAPD individual key

6648680

Graph

RIA / Wealth Management

Canonical id

dfx:ria:332d1cf7-3f0c-fa7a-b466-a4b923e0e8bb

First observed

Jul 17, 2019

Last observed

Sep 14, 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.