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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Employees

9

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

CRD

289013

Filings on the tape

1

First filed

Jun 30, 2026

Latest filed

Jun 30, 2026

Organised

Limited Liability Company, CA

• Occurred

  May 26, 2026
  Advisor changed firm

  Jacqueline Dana Adler left Guide My Finances for Osaic Wealth, Inc. (registered 2025-02-13)

  Form ADVobserved 6 days ago
• Occurred

  Sep 9, 2025
  Advisor changed firm

  Amanda Whitney left Guide My Finances for Osaic Wealth, Inc. (registered 2024-01-19)

  Form ADVobserved 6 days ago
• Occurred

  Jan 19, 2024
  Team lift-out

  2 advisors left Woodbury Financial Services, Inc. (Oakdale, MN) for Guide MY Finances on the same day

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Jan 19, 2024
  Team lift-out

  3 advisors left Woodbury Financial Services, Inc. (Carlsbad, CA) for Guide MY Finances on the same day

  Form ADVobserved 6 days ago
  3 advisors
• Occurred

  Jul 7, 2023
  Advisor changed firm

  Gina Cohen left Guide My Finances for Principled Planning & Wealth Management (registered 2023-10-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c18a2fc-5ad5-4ba1-ab23-b43c769fc940

First observed

Jun 30, 2026

Last observed

Jun 30, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds 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.