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

MASLOW 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

Jun 3, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S63

First exam

Jun 3, 1997

First registration

Apr 5, 2002

Dual registered

no

Other names

FRED FREY

IAPD individual key

2891380

• Occurred

  Mar 5, 2024
  Advisor changed firm

  Alfred Francis Frey left Ml&R Wealth Management Llc for Maslow Wealth Advisors (registered 2024-03-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6c0411fe-0bd5-da80-0a73-fe7df129f152

First observed

Apr 5, 2002

Last observed

Sep 14, 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.