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

LIBERTY 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

Mar 1, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 22, 1998

First registration

Jan 19, 2000

Dual registered

no

Other names

DANIEL DEAN ROSS

IAPD individual key

3130209

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c4b79e0-ea3b-5d66-046a-9840b1f03e30

First observed

Jan 19, 2000

Last observed

Sep 15, 2026 5 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.