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

BPS WEALTH ADVISORS, INC.

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Current registrations

2

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Aug 10, 2018

Dual registered

yes, broker-dealer

IAPD individual key

6831309

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ba54dd7-21cf-856a-d027-e57cc97cf8bc

First observed

Jun 1, 2015

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.