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

PREMIER ESTATE PLANNERS, LLC

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

Mar 22, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

15derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Mar 22, 1985

First registration

Sep 15, 2022

Dual registered

no

Other names

DONALD PETER CARNAGHI

IAPD individual key

1352988

• Occurred

  May 14, 2025
  Advisor departed, no destination yet

  Donald P Carnaghi no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65fddfde-04e1-db80-5b5f-15a5cf925bd7

First observed

Sep 15, 2022

Last observed

Sep 14, 2026 5 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.