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

JUNCTURE WEALTH STRATEGIES, 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, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Dec 8, 2015

First registration

Nov 7, 2008

Dual registered

no

Other names

ALLISON LEE GRAHAM|ALLISON L GRAHAM

IAPD individual key

5535838

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Allison Graham Spangler left Raymond James Financial Services Advisors, Inc for Juncture Wealth Strategies, Llc (registered 2024-09-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82e5d8a4-dcb9-f32b-93b7-9069351d5a5e

First observed

Nov 7, 2008

Last observed

Sep 14, 2026 7 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.