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

NATIONAL WEALTH MANAGEMENT GROUP, 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

Jan 7, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Exams

S66|S63

First exam

Jan 7, 2002

First registration

Feb 21, 2023

Dual registered

yes, broker-dealer

Other names

RONNA D LAO|Ronna Lao

IAPD individual key

4221940

• Occurred

  Feb 9, 2026
  Advisor changed firm

  Ronna De La Cruz Lao left Raymond James Financial Services Advisors, Inc for National Wealth Management Group, Llc (registered 2026-05-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:665fe948-9781-4aaa-7233-22dfd93bb24b

First observed

Feb 21, 2023

Last observed

Sep 15, 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.