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

TEAMWORK FINANCIAL ADVISORS, 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

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 31, 2018

First registration

Aug 28, 2018

Dual registered

no

Other names

MEAGAN A MOE|MEAGAN MOE|MEAGAN ASHLEY MOE

IAPD individual key

6815962

• Occurred

  Feb 17, 2022
  Advisor changed firm

  Meagan Moe Niese left Vanguard Advisers, Inc. for Teamwork Financial Advisors, Llc (registered 2022-02-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c7bd0ea-be99-e0e0-e799-dd96dfe56fb6

First observed

Aug 28, 2018

Last observed

Sep 15, 2026 6 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.