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

TWINLEAF FINANCIAL ADVISORS

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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

15

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 17, 2018

First registration

Feb 19, 2019

Dual registered

no

IAPD individual key

6614619

• Occurred

  Dec 21, 2022
  Advisor changed firm

  John David Kann left Principal Securities, Inc. for Twinleaf Financial Advisors (registered 2023-02-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d025a98-3d98-272a-502a-21bb2e07ddf7

First observed

Feb 19, 2019

Last observed

Sep 14, 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.