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

PETRA FINANCIAL ADVISORS INC

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

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 21, 2012

First registration

Jun 17, 2014

Dual registered

no

Other names

LISA ANNE RENADETTE|LISA ANNE YOUNG|LISA MALICK

IAPD individual key

6015988

• Occurred

  Sep 20, 2022
  Advisor changed firm

  Lisa Anne Malick left Cambridge Investment Research Advisors, Inc. for Petra Financial Advisors Inc (registered 2022-09-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:774bc908-d097-cf9e-3fc5-de422c629879

First observed

Jun 17, 2014

Last observed

Sep 15, 2026 4 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.