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

CLEARWATER WEALTH MANAGEMENT

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

Apr 21, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 21, 2006

First registration

Oct 12, 2015

Dual registered

no

Other names

DOUGLAS WILLIAM ROBERTS|Doug Roberts

IAPD individual key

5076783

• Occurred

  Feb 11, 2025
  Advisor changed firm

  Douglas William Roberts left Guidestone Advisors for Clearwater Wealth Management (registered 2025-10-01)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3a2af874-0a44-294a-e9b1-a73cdacbad88

First observed

Oct 12, 2015

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.