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

CHARLESBRIDGE ADVISORS

Current firm class

other adviserderived

Book size

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

Industry start

Aug 18, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Aug 18, 1987

First registration

Aug 11, 2004

Dual registered

no

Other names

JOHN MUSE

IAPD individual key

1632621

• Occurred

  Sep 27, 2022
  Advisor changed firm

  John Joseph Muse left Minot Wealth Management Llc for Charlesbridge Advisors (registered 2026-06-09)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:66e72ae3-1902-afd2-bcae-a2daa9e6e1ce

First observed

Aug 11, 2004

Last observed

Sep 14, 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.