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

DOGWOOD WEALTH MANAGEMENT, 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 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Feb 2, 2010

First registration

Dec 15, 2011

Dual registered

no

Other names

DREW JONES

IAPD individual key

5598236

• Occurred

  Oct 4, 2024
  Advisor changed firm

  Rory Drew Jones left Modern Wealth Management, Llc for Dogwood Wealth Management, Llc (registered 2024-10-04)

  Form ADVobserved 6 days ago
• Occurred

  Dec 7, 2023
  Advisor changed firm

  Rory Drew Jones left Barber Financial Group for Modern Wealth Management, Llc (registered 2023-04-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a5fb226-4dcd-563a-934b-d6830d83419c

First observed

Dec 15, 2011

Last observed

Sep 14, 2026 7 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.