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

WEATHERVANE ASSET MANAGEMENT LLC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 26, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 26, 2004

First registration

Aug 5, 2021

Dual registered

yes, broker-dealer

Other names

ALLEN ROSE

IAPD individual key

4785931

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Aalon Rose left First American Asset Advisory, Llc for Weathervane Asset Management Llc (registered 2026-07-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:40e4dfb4-d39f-5152-c800-383f991e62b7

First observed

Aug 5, 2021

Last observed

Sep 15, 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.