DFX Intelligence

Data Factory

RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

ANCHOR & OAK WEALTH ADVISORS, LLC

CRD 342544

MARCO ISLAND, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cb85cf0-7baf-0391-8768-cc6baae86f5d

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2026 to Aug 7, 2026
3 observations

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

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 4
Employees: 4
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-136471
CRD: 342544
Filings on the tape: 3
First filed: Jun 26, 2026
Latest filed: Aug 7, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
JOSHUA JAMES JOINER	n/a	MARCO ISLAND, FL \| TAMPA, FL	17	4	no
Mark Paul Collinsworth	n/a	COLLIERVILLE, TN \| MARCO ISLAND, FL	25	5	no
MELISSA KRISTINE PEREZ-LEBLANC	n/a	MARCO ISLAND, FL \| FULSHEAR, TX	19	4	no
KENNETH CAGNOLATTI	Certified Financial Planner	MARCO ISLAND, FL \| Los Angeles, CA	15	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Collinsworth, Mark, Paul	PORTFOLIO MANAGER/INVESTMENT ADVISER REPRESENTATIVE	C	yes	06/2026	Aug 7, 2026	Aug 7, 2026
JOINER, JOSHUA, JAMES	MANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE	C	yes	06/2026	Aug 7, 2026	Aug 7, 2026
PCH HOLDINGS	Owner	D	yes	04/2026	Aug 7, 2026	Aug 7, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	4	0	0	4	0

Relationships

Controls (3)

← JOINER, JOSHUA, JAMESOwnerMANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE, ownership code C, individual
Aug 7, 2026 to presentfactForm ADV
← PCH HOLDINGSOwnerOWNER, ownership code D, domestic entity
Aug 7, 2026 to presentfactForm ADV
← Collinsworth, Mark, PaulOwnerPORTFOLIO MANAGER/INVESTMENT ADVISER REPRESENTATIVE, ownership code C, individual
Aug 7, 2026 to presentfactForm ADV

Registered with (4)

← KENNETH CAGNOLATTIAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← MELISSA KRISTINE PEREZ-LEBLANCAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Mark Paul CollinsworthAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← JOSHUA JAMES JOINERAdvisorregistration: current employment
Jun 25, 2026 to presentfactForm ADV

Moved with (1)

← GLOBAL INVESTMENT ADVISORYRegistered adviser2 advisors, team lift out, same day
Aug 10, 2026 to Jun 26, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cb85cf0-7baf-0391-8768-cc6baae86f5d
First observed: Jun 26, 2026
Last observed: Aug 7, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds 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.

ANCHOR & OAK WEALTH ADVISORS, LLC

CRD 342544

MARCO ISLAND, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cb85cf0-7baf-0391-8768-cc6baae86f5d

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA JAMES JOINER

n/a

MARCO ISLAND, FL | TAMPA, FL

Mark Paul Collinsworth

n/a

COLLIERVILLE, TN | MARCO ISLAND, FL

MELISSA KRISTINE PEREZ-LEBLANC

n/a

MARCO ISLAND, FL | FULSHEAR, TX

KENNETH CAGNOLATTI

Certified Financial Planner

MARCO ISLAND, FL | Los Angeles, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Collinsworth, Mark, Paul

PORTFOLIO MANAGER/INVESTMENT ADVISER REPRESENTATIVE

yes

06/2026

Aug 7, 2026

JOINER, JOSHUA, JAMES

MANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE

yes

06/2026

Aug 7, 2026

PCH HOLDINGS

Owner

yes

04/2026

Aug 7, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%