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RIA / WealthAdvisorCertified Financial Planner15 years in industry

STEPHANIE CASTONGUAY GRIEBEL

Advisor at DAVIS WEALTH ADVISORS

SALEM, NH | Andover, MA

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Search this name across graphsid dfx:ria:3850df3c-5ae4-26d8-b7eb-a4f20fd72e5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2011 to Sep 15, 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: DAVIS 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: Mar 8, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 8, 2011
First registration: Mar 9, 2011
Dual registered: no
IAPD individual key: 5879108

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
DAVIS WEALTH ADVISORS	Independent wealth	Jul 29, 2022	n/a	yes	Andover, MA\|SALEM, NH	Current employment
RESOLUTE FINANCIAL, LLC	Former SEC adviser	Jan 12, 2017	Jul 26, 2022	no	Newburyport, MA\|Portsmouth, NH	Previous registration
PALADIN ADVISORS, LLC	Former SEC adviser	Aug 25, 2011	Jul 19, 2016	no	KENSINGTON, NH	Previous registration
ARTEMIS FINANCIAL ADVISORS	Former SEC adviser	Mar 9, 2011	Nov 28, 2011	no	BOSTON, MA	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
RESOLUTE FINANCIAL, LLC	DAVIS WEALTH ADVISORS	Jul 26, 2022	Jul 29, 2022	3	Firm change	RIA to RIA
PALADIN ADVISORS, LLC	RESOLUTE FINANCIAL, LLC	Jul 19, 2016	Jan 12, 2017	177	Firm change	Other
ARTEMIS FINANCIAL ADVISORS	PALADIN ADVISORS, LLC	Nov 28, 2011	Aug 25, 2011	-95	Firm change after gap	Other

Relationships

Registered with (4)

→ DAVIS WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 29, 2022 to presentfactForm ADV
→ RESOLUTE FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 12, 2017 to Jul 26, 2022factForm ADV
→ PALADIN ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 25, 2011 to Jul 19, 2016factForm ADV
→ ARTEMIS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 9, 2011 to Nov 28, 2011factForm ADV

Dated events

Occurred
Jul 26, 2022
Advisor changed firm
Stephanie Castonguay Griebel left Resolute Financial, Llc for Davis Wealth Advisors (registered 2022-07-29)
Form ADVobserved 4 days ago