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

LBT WEALTH MANAGEMENT, 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

Sep 15, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

15derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 15, 2010

First registration

Aug 15, 2019

Dual registered

no

IAPD individual key

1970810

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Richard Taborda left Freeman Capital Advisors for Wealth More Enterprise, Inc. (registered 2024-08-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80723542-ead5-05f2-bb48-ecf052f350c6

First observed

Aug 15, 2019

Last observed

Sep 15, 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.