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

HOLISTIC WEALTH ADVISORS

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 5, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Mar 5, 1994

First registration

Feb 13, 2018

Dual registered

yes, broker-dealer

Other names

SUE ANN GALLO|SUE ANN WALKER|SUE A DONOVAN

IAPD individual key

708424

• Occurred

  Dec 23, 2024
  Advisor changed firm

  Sue Ann Donovan left Stratos Wealth Partners, Ltd for Holistic Wealth Advisors (registered 2024-12-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b921b3c-916b-d3f8-affd-a5b1d672c6fa

First observed

Feb 13, 2018

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.