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

CETERA PLANNING PARTNERS

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 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

First registration

May 7, 2021

Dual registered

no

Other names

Sasha Jones|Sasha Weaver

IAPD individual key

7364311

• Occurred

  May 1, 2026
  Advisor changed firm

  Sasha Stewart left Marmo Financial Group, Llc for Cetera Planning Partners (registered 2026-05-04)

  Form ADVobserved 5 days ago
• Occurred

  Nov 3, 2022
  Advisor changed firm

  Sasha Stewart left Worthwhile Wealth Council for Marmo Financial Group, Llc (registered 2023-01-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:689473ae-1d9b-e843-7607-032942d864fe

First observed

May 7, 2021

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.