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

SAGENT WEALTH MANAGEMENT

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

Dec 17, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S65

First exam

Dec 17, 2007

First registration

Dec 18, 2007

Dual registered

no

Other names

IRIS JOANNE DAZTMAN|IRIS JOANNE DATZMAN

IAPD individual key

5404244

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b23db0f-7033-e3a4-1b88-a78c2b5c1168

First observed

Dec 18, 2007

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.