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

TOFT WEALTH, 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

Aug 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Nov 22, 2022

First registration

Dec 6, 2022

Dual registered

no

Other names

CLARK M PURDY

IAPD individual key

7409853

• Occurred

  Jun 18, 2026
  Advisor changed firm

  Clark Purdy left Mcbeath Financial Group for Toft Wealth, Llc (registered 2026-08-24)

  Form ADVobserved 5 days ago
• Occurred

  Jun 29, 2023
  Advisor changed firm

  Clark Purdy left Wells Fargo Advisors for Mcbeath Financial Group (registered 2024-11-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9050f2c2-13cd-8995-1c0d-efb94cf00c55

First observed

Dec 6, 2022

Last observed

Sep 14, 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.