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

WESTMOOR WEALTH LLC

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Mar 31, 2025

Dual registered

no

IAPD individual key

5940514

• Occurred

  Aug 14, 2025
  Advisor changed firm

  Caleb Andrew Smith left Creative Planning Institutional Advisors, Llc for Westmoor Wealth Llc (registered 2026-01-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f2615e9-3f0c-b1a9-e667-c6d7fe8be66b

First observed

Mar 31, 2025

Last observed

Sep 14, 2026 5 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.