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RIA / WealthAdvisorCertified Financial Planner15 years in industry

ARIADNE HORSTMAN

Advisor at TAMARIND FINANCIAL PLANNING

SAN MATEO, CA

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Search this name across graphsid dfx:ria:4ddea28b-fed3-1755-9f2e-f4a49ed3dd9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TAMARIND FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 7, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 7, 2011
First registration: Mar 9, 2011
Dual registered: no
IAPD individual key: 5879842

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TAMARIND FINANCIAL PLANNING	State registered	Aug 3, 2022	n/a	yes	SAN MATEO, CA	Current employment
APPRECIATE PERSONAL FINANCE	n/a	Jul 28, 2015	Dec 31, 2022	no	PALO ALTO, CA	Previous registration
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC	Former SEC adviser	Jun 6, 2013	Jul 13, 2015	no	SAN MATEO, CA	Previous registration
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.	Independent wealth	Mar 9, 2011	Jul 1, 2011	no	LEXINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
APPRECIATE PERSONAL FINANCE	TAMARIND FINANCIAL PLANNING	Dec 31, 2022	Aug 3, 2022	-150	Firm change after gap	Other
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC	APPRECIATE PERSONAL FINANCE	Jul 13, 2015	Jul 28, 2015	15	Firm change	Other
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.	SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC	Jul 1, 2011	Jun 6, 2013	706	Firm change after gap	Other

Relationships

Registered with (4)

→ TAMARIND FINANCIAL PLANNINGRegistered adviserregistration: current employment
Aug 3, 2022 to presentfactForm ADV
→ APPRECIATE PERSONAL FINANCERegistered adviserregistration: previous registration
Jul 28, 2015 to Dec 31, 2022factForm ADV
→ SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLCRegistered adviserregistration: previous registration
Jun 6, 2013 to Jul 13, 2015factForm ADV
→ WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 9, 2011 to Jul 1, 2011factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Ariadne Horstman left Appreciate Personal Finance for Tamarind Financial Planning (registered 2022-08-03)
Form ADVobserved 5 days ago