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

PHYSICIAN WEALTH ADVISORS, INC.

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

Jul 8, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jul 8, 1993

First registration

Aug 17, 2001

Dual registered

no

IAPD individual key

2368330

• Occurred

  Apr 21, 2022
  Advisor changed firm

  Mark Thompson Woodruff left Alta Capital Management Llc for Physician Wealth Advisors, Inc. (registered 2022-04-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3bf9efdd-813d-7f30-609e-0e997462d67f

First observed

Aug 17, 2001

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.