DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner31 years in industry

TARA ASHLEY SANDERS

Advisor at COMPASS FINANCIAL ADVISORY SERVICES, LLC

ORMOND BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:441f1bf4-3615-b4ca-9638-ba61487c44cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 13, 1994 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPASS FINANCIAL ADVISORY SERVICES, 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 13, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 21, 1994
First registration: Dec 13, 1994
Dual registered: no
Other names: TARA ASHLEY MASSEBEAU|TARA A CAMERON|TARA ASHLEY CAMERON|TARA ASHLEY MASSEBEAU
IAPD individual key: 2546811

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPASS FINANCIAL ADVISORY SERVICES, LLC	Independent wealth	Feb 7, 2022	n/a	yes	ORMOND BEACH, FL	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Dec 14, 2017	Feb 2, 2022	no	Ormond Beach, FL\|URBANDALE, IA\|Ormond Beach, FL	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 6, 2009	Nov 21, 2017	no	MINNEAPOLIS, MN\|ORMOND BEACH, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 25, 2004	Jan 30, 2009	no	ORMOND BEACH, FL\|ORMOND BEACH, FL\|CLEARWATER, FL	Previous registration
NSA SECURITIES CORPORATION	n/a	Sep 15, 2003	Jun 10, 2004	no	ORMOND BEACH, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 19, 2002	Sep 18, 2003	no	DAYTONA BEACH, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 13, 1994	Jul 12, 2002	no	WEST PALM BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRITY ALLIANCE, LLC	COMPASS FINANCIAL ADVISORY SERVICES, LLC	Feb 2, 2022	Feb 7, 2022	5	Firm change	RIA to new firm
QUESTAR ASSET MANAGEMENT, INC.	INTEGRITY ALLIANCE, LLC	Nov 21, 2017	Dec 14, 2017	23	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	QUESTAR ASSET MANAGEMENT, INC.	Jan 30, 2009	Mar 6, 2009	35	Firm change	Other
NSA SECURITIES CORPORATION	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jun 10, 2004	Jun 25, 2004	15	Firm change	Other
WELLS FARGO ADVISORS	NSA SECURITIES CORPORATION	Sep 18, 2003	Sep 15, 2003	-3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 12, 2002	Sep 19, 2002	69	Firm change	Wirehouse to wirehouse

Relationships

Registered with (7)

→ COMPASS FINANCIAL ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Dec 14, 2017 to Feb 2, 2022factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 6, 2009 to Nov 21, 2017factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 25, 2004 to Jan 30, 2009factForm ADV
→ NSA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 15, 2003 to Jun 10, 2004factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 19, 2002 to Sep 18, 2003factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 13, 1994 to Jul 12, 2002factForm ADV

Dated events

Occurred
Feb 2, 2022
Advisor changed firm
Tara Ashley Sanders left Integrity Alliance, Llc for Compass Financial Advisory Services, Llc (registered 2022-02-07)
Form ADVobserved 5 days ago