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

LAKERIDGE WEALTH MANAGEMENT LLC

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 12, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 12, 1996

First registration

Jan 19, 1999

Dual registered

yes, broker-dealer

Other names

PHIL MESSURI|PHILIP MISERY|MISERY MESSURI

IAPD individual key

2701121

• Occurred

  Sep 1, 2022
  Advisor changed firm

  Philip Joseph Messuri left Cetera Advisor Networks Llc for Lakeridge Wealth Management Llc (registered 2021-08-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a9b98f9-8a6f-cd7e-ed0a-0d47d6dfac1a

First observed

Jan 19, 1999

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.