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

UNIFY WEALTH MANAGEMENT LLC

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, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Current registrations

2

Registered states

1

Exams

S65

First exam

Sep 29, 2015

Dual registered

no

Other names

Stephanie Lynn Appel|Stephanie Lynn Appel-Kimak

IAPD individual key

6554691

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65ab4309-2c64-175f-be27-ccb2f07ee223

First observed

May 1, 1999

Last observed

Sep 15, 2026 4 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.