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 TABLE FINANCIAL PLANNING LLC

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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 23, 2018

First registration

Apr 30, 2018

Dual registered

no

IAPD individual key

6804551

• Occurred

  Mar 25, 2025
  Advisor changed firm

  Leah Nelson left Del-Sette Capital Management, Llc for The Table Financial Planning Llc (registered 2026-02-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ff2dc93-e54a-1492-f12d-4468b6d8782a

First observed

Apr 30, 2018

Last observed

Sep 15, 2026 6 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.