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

TRB WEALTH MANAGEMENT, LLC

Current firm class

other adviserderived

Book size

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

Industry start

Apr 18, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 18, 2005

First registration

Mar 9, 2010

Dual registered

no

Other names

TANYA TERESA ROMERO

IAPD individual key

4849188

• Occurred

  Dec 16, 2024
  Advisor changed firm

  Tanya Teresa Castro left Lpl Financial Llc for Trb Wealth Management, Llc (registered 2026-03-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:795da4ef-7da1-fd6a-b098-46bd322e6a5a

First observed

Mar 9, 2010

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.