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

RELIANCE WEALTH MANAGEMENT

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 7, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 7, 2013

First registration

Jun 7, 2024

Dual registered

no

Other names

GRACE SLATER|GRACE MARIE SLATER|GRACE M SUCHY

IAPD individual key

4839676

• Occurred

  Jul 24, 2025
  Advisor changed firm

  Grace Marie Suchy left Coppell Advisory Solutions Llc for Reliance Wealth Management (registered 2025-02-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:35a49ee4-b4f8-46e9-60d2-d2bde6c215f2

First observed

Jun 7, 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.