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

ALLWORTH FINANCIAL, L.P.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Aug 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 8, 2004

First registration

Oct 25, 2007

Dual registered

yes, broker-dealer

Other names

KAREY A. MOORE|KAREY ANNE CHESTER

IAPD individual key

3113952

• Occurred

  Oct 6, 2023
  Advisor changed firm

  Karey Anne Casto left Affinity Financial Advisors for Cetera Advisor Networks Llc (registered 2009-05-28)

  Form ADVobserved 4 days ago
• Occurred

  Apr 20, 2023
  Advisor changed firm

  Karey Anne Casto left Cetera Advisor Networks Llc for Allworth Financial, L.P. (registered 2023-04-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4195ae2c-af74-ba2c-4e43-7311a96ed174

First observed

Oct 25, 2007

Last observed

Sep 15, 2026 4 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.