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

STABLEPOINT PARTNERS, 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

Dec 6, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Dec 6, 2001

First registration

Oct 13, 2008

Dual registered

no

Other names

HENRY JEFFERDS WHEELRIGHT

IAPD individual key

4420164

• Occurred

  Nov 28, 2023
  Advisor changed firm

  Henry Jefferds Wheelwright left Morgan Stanley for Stablepoint Partners, Llc (registered 2023-11-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4150e7e3-6749-c1f2-60ae-441cdec7f0ab

First observed

Oct 13, 2008

Last observed

Sep 14, 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.