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

WEALTH INTELLIGENTLY NAVIGATED, LLC

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

Sep 27, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 27, 1999

First registration

Jun 8, 2004

Dual registered

no

IAPD individual key

2959577

• Occurred

  Jul 1, 2026
  Advisor changed firm

  Anthony Richard Mahfood left The Fiduciary Alliance for Wealth Intelligently Navigated, Llc (registered 2026-07-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:405b654c-3fd0-5303-5ed4-98a980d0d52e

First observed

Jun 8, 2004

Last observed

Sep 16, 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.