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

THE WEALTH COLLABORATIVE

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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 8, 2019

First registration

Feb 8, 2019

Dual registered

no

Other names

Ali Markulis|Alexandra Markulis

IAPD individual key

6981141

• Occurred

  Aug 9, 2024
  Advisor changed firm

  Alexandra John Markulis left Ubs Financial Services Inc. for The Wealth Collaborative (registered 2024-09-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38aa4069-b4fe-0031-77ea-d3af1f9b059d

First observed

Feb 8, 2019

Last observed

Sep 15, 2026 4 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.