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

SSA WEALTH ADVISORS

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 24, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S66|S63

First exam

Jul 24, 2001

First registration

Jan 24, 2006

Dual registered

no

Other names

IVO KAUFMAN|IVO KAUFMANN

IAPD individual key

4412460

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ecd3bec-eca1-ab6d-d278-b2c2e319b7e3

First observed

Jan 24, 2006

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.