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

NEXT BLOOM WEALTH

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

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S66

First exam

Aug 31, 2018

First registration

Sep 25, 2018

Dual registered

no

Other names

Alex Borgardts

IAPD individual key

6979606

• Occurred

  Jul 22, 2022
  Advisor changed firm

  Robert Alexander Borgardts left Copper Financial for Next Bloom Wealth (registered 2022-08-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5725f1e7-3950-cf24-922c-0e80a7203bbc

First observed

Sep 25, 2018

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.