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

PIONEER WEALTH MANAGEMENT GROUP

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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 13, 2018

First registration

Jul 16, 2018

Dual registered

no

Other names

ANGELLA IZUMI WELCOME|ANGELLA WELCOME

IAPD individual key

6458898

• Occurred

  Jan 3, 2024
  Advisor changed firm

  Angella Izumi Welcome left Kestra Advisory Services, Llc for Pioneer Wealth Management Group (registered 2024-04-17)

  Form ADVobserved 6 days ago
• Occurred

  Sep 2, 2022
  Advisor changed firm

  Angella Izumi Welcome left Dimensional Fund Advisors Lp for Kestra Advisory Services, Llc (registered 2022-09-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:51a0ebae-7340-068a-3d00-09bec4720b56

First observed

Jul 16, 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.