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

UMB PRIVATE WEALTH MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 13, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

23

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 13, 2016

First registration

Mar 24, 2023

Dual registered

no

Other names

BROOKLYN JUDAY

IAPD individual key

6664862

• Occurred

  Aug 4, 2025
  Advisor changed firm

  Brooklyn Gormly left Range Advisory, Llc for Umb Private Wealth Management, Llc (registered 2026-05-11)

  Form ADVobserved 6 days ago
• Occurred

  May 23, 2024
  Advisor changed firm

  Brooklyn Gormly left Stepp & Rothwell Inc for Range Advisory, Llc (registered 2024-06-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65088423-789e-d64c-d91e-cb8f647e9ea5

First observed

Mar 24, 2023

Last observed

Sep 19, 2026 2 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.