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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

DEBRA BEVERLY MELVIN

Advisor at IAG WEALTH PARTNERS, LLC

WAUKESHA, WI

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Search this name across graphsid dfx:ria:8e81d9b7-2b4b-c76b-8384-c632d1dbc630

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IAG WEALTH PARTNERS, 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 24, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 24, 2004
First registration: Jan 1, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4869761

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IAG WEALTH PARTNERS, LLC	Independent wealth	Mar 25, 2014	n/a	yes	WAUKESHA, WI	Current employment
CEDAR CREEK SECURITIES, INC.	n/a	Oct 21, 2011	Mar 28, 2014	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 4, 2011	no	Milwaukee, WI	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 1, 2005	Jun 1, 2009	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CEDAR CREEK SECURITIES, INC.	IAG WEALTH PARTNERS, LLC	Mar 28, 2014	Mar 25, 2014	-3	Firm change	Other
MORGAN STANLEY	CEDAR CREEK SECURITIES, INC.	Nov 4, 2011	Oct 21, 2011	-14	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ IAG WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Mar 25, 2014 to presentfactForm ADV
→ CEDAR CREEK SECURITIES, INC.Registered adviserregistration: previous registration
Oct 21, 2011 to Mar 28, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 4, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 1, 2005 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.