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

STATERA WEALTH MANAGEMENT

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

Dec 30, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

Dec 30, 2009

First registration

Sep 6, 2011

Dual registered

no

Other names

ANTHONY JAMES CHRISTENSEN|ANTHONY CHRISTENSEN|ANTHONY J CHRISTENSEN

IAPD individual key

5709608

• Occurred

  May 20, 2025
  Advisor changed firm

  Anthony James Christensen left Trek Financial for Statera Wealth Management (registered 2025-02-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ea10cc2-7ebd-0090-6254-2a61f61930e2

First observed

Sep 6, 2011

Last observed

Sep 14, 2026 7 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.