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

AC WEALTH PARTNERS

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Aug 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Aug 1, 2006

First registration

Aug 2, 2006

Dual registered

no

Other names

WILLIAM RICHARD COLE|WILLIAM COLE|Todd Cole

IAPD individual key

5112882

• Occurred

  Jun 10, 2022
  Advisor changed firm

  William Thomas Cole left Orion Portfolio Solutions, Llc for Ac Wealth Partners (registered 2023-09-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b81c10f-8ed2-5fe0-61d3-b1f7d30f1f52

First observed

Aug 2, 2006

Last observed

Sep 14, 2026 7 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.