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

VAN CLEMENS 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

Oct 1, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 4, 2020

First registration

May 5, 2020

Dual registered

yes, broker-dealer

Other names

Alan Markham|Alan Edward Markham|Alan E Markham|Alan Edward Markham|Alan E Markham|Alan Markham

IAPD individual key

7223772

• Occurred

  Mar 7, 2024
  Advisor changed firm

  Alan Markham left Ameriprise Financial Services, Llc for Van Clemens Wealth Management, Llc (registered 2024-02-26)

  Form ADVobserved 5 days ago
• Occurred

  May 20, 2023
  Advisor changed firm

  Alan Markham left Edward Jones for Ameriprise Financial Services, Llc (registered 2023-05-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7acdd82b-4f64-ad7d-a1a2-79628dd04204

First observed

May 5, 2020

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.