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

FULCRUM WEALTH ADVISORS, 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

Dec 12, 1979earliest registration or exam on IAPD

Years in industry

46derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Dec 12, 1979

First registration

Feb 9, 2002

Dual registered

no

Other names

MICHAEL STEVEN ROSE

IAPD individual key

817872

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8599e732-35d7-6aab-4fd8-943aef27b238

First observed

Feb 9, 2002

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.