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

2ND STORY WEALTH PLANNERS

Current firm class

state registeredderived

Book size

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

Industry start

Feb 17, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 17, 2004

First registration

Feb 10, 2015

Dual registered

no

Other names

NICOLE C PROCTOR|NICOLE CAMILLE PROCTOR|NICOLE CARSON|NICOLE C CARSON|NICOLE CAMILLE VARGAS

IAPD individual key

4271088

• Occurred

  Dec 2, 2022
  Advisor changed firm

  Nicole Camille Carson left Brunch & Budget, Llc for 2Nd Story Wealth Planners (registered 2023-03-16)

  Form ADVobserved 5 days ago
• Occurred

  Apr 5, 2022
  Advisor changed firm

  Nicole Camille Carson left Vanguard Advisers, Inc. for Brunch & Budget, Llc (registered 2022-04-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75c93c6c-ad71-b2b5-3bfa-84b4ced34777

First observed

Feb 10, 2015

Last observed

Sep 14, 2026 6 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.